B. Riley Wealth Advisors’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
Q4 | – | Sell |
-3,582
| Closed | -$226K | – | 1519 |
|
|
2022
Q3 | $226K | Buy |
+3,582
| New | +$226K | 0.01% | 1170 |
|
|
2022
Q2 | – | Sell |
-5,433
| Closed | -$441K | – | 1278 |
|
|
2022
Q1 | $441K | Sell |
5,433
-1,384
| -20% | -$112K | 0.01% | 817 |
|
|
2021
Q4 | $600K | Buy |
6,817
+1,510
| +28% | +$133K | 0.02% | 723 |
|
|
2021
Q3 | $425K | Buy |
+5,307
| New | +$425K | 0.01% | 863 |
|