Annapolis Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $136K | Hold |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $131K | Buy |
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $700K | Sell |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $648K | Buy |
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|
2021
Q1 | $89K | Hold |
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|
2020
Q4 | $85K | Buy |
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