AIA
Arcadia Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-873
| Closed | -$54.9K | – | 92 |
|
|
2022
Q3 | $54.9K | Hold |
873
| – | – | 0.04% | 51 |
|
|
2022
Q2 | $58K | Buy |
873
+23
| +3% | +$1.53K | 0.04% | 48 |
|
|
2022
Q1 | $68.9K | Buy |
850
+25
| +3% | +$2.03K | 0.04% | 50 |
|
|
2021
Q4 | $72.5K | Hold |
825
| – | – | 0.04% | 50 |
|
|
2021
Q3 | $66.1K | Sell |
825
-34
| -4% | -$2.72K | 0.04% | 50 |
|
|
2021
Q2 | $68.7K | Buy |
859
+10
| +1% | +$800 | 0.04% | 47 |
|
|
2021
Q1 | $62.6K | Sell |
849
-98
| -10% | -$7.23K | 0.03% | 47 |
|
|
2020
Q4 | $66.5K | Hold |
947
| – | – | 0.04% | 42 |
|
|
2020
Q3 | $58.5K | Hold |
947
| – | – | 0.04% | 44 |
|
|
2020
Q2 | $53.4K | Hold |
947
| – | – | 0.04% | 44 |
|
|
2020
Q1 | $43.4K | Buy |
947
+251
| +36% | +$11.5K | 0.03% | 46 |
|
|
2019
Q4 | $39.4K | Buy |
696
+37
| +6% | +$2.09K | 0.03% | 37 |
|
|
2019
Q3 | $34.2K | Buy |
+659
| New | +$34.2K | 0.02% | 45 |
|