Ashfield Capital Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $294K | Hold |
4,678
| – | – | 0.02% | 200 |
|
2022
Q2 | $311K | Sell |
4,678
-386
| -8% | -$25.7K | 0.02% | 199 |
|
2022
Q1 | $411K | Buy |
5,064
+544
| +12% | +$44.2K | 0.03% | 200 |
|
2021
Q4 | $397K | Buy |
4,520
+1,259
| +39% | +$111K | 0.03% | 202 |
|
2021
Q3 | $261K | Hold |
3,261
| – | – | 0.02% | 222 |
|
2021
Q2 | $261K | Buy |
+3,261
| New | +$261K | 0.02% | 223 |
|