Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,248
| Closed | -$106K | – | 562 |
|
|
2023
Q4 | $106K | Sell |
1,248
-2,317
| -65% | -$197K | 0.04% | 158 |
|
|
2023
Q3 | $268K | Buy |
3,565
+12
| +0.3% | +$903 | 0.1% | 109 |
|
|
2023
Q2 | $278K | Buy |
3,553
+10
| +0.3% | +$784 | 0.1% | 108 |
|
|
2023
Q1 | $254K | Buy |
3,543
+9
| +0.3% | +$645 | 0.1% | 114 |
|
|
2022
Q4 | $233K | Buy |
3,534
+30
| +0.9% | +$1.98K | 0.1% | 118 |
|
|
2022
Q3 | $233K | Hold |
3,504
| – | – | 0.11% | 106 |
|
|
2022
Q2 | $233K | Buy |
3,504
+160
| +5% | +$10.6K | 0.1% | 121 |
|
|
2022
Q1 | $271K | Sell |
3,344
-291
| -8% | -$23.6K | 0.1% | 124 |
|
|
2021
Q4 | $319K | Buy |
3,635
+690
| +23% | +$60.6K | 0.12% | 102 |
|
|
2021
Q3 | $236K | Sell |
2,945
-392
| -12% | -$31.4K | 0.1% | 98 |
|
|
2021
Q2 | $267K | Buy |
3,337
+8
| +0.2% | +$640 | 0.12% | 94 |
|
|
2021
Q1 | $246K | Buy |
3,329
+157
| +5% | +$11.6K | 0.12% | 94 |
|
|
2020
Q4 | $223K | Buy |
3,172
+1,311
| +70% | +$92.2K | 0.11% | 94 |
|
|
2020
Q3 | $115K | Buy |
+1,861
| New | +$115K | 0.07% | 125 |
|