BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $36.4K | Hold |
465
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $33.3K | Sell |
465
-35
| -7% | -$2.51K | ﹤0.01% | 494 |
|
|
2022
Q4 | $32.9K | Hold |
500
| – | – | ﹤0.01% | 479 |
|
|
2022
Q3 | $31K | Sell |
500
-50
| -9% | -$3.1K | ﹤0.01% | 486 |
|
|
2022
Q2 | $37K | Hold |
550
| – | – | ﹤0.01% | 456 |
|
|
2022
Q1 | $45K | Hold |
550
| – | – | ﹤0.01% | 450 |
|
|
2021
Q4 | $48K | Hold |
550
| – | – | 0.01% | 452 |
|
|
2021
Q3 | $44K | Sell |
550
-100
| -15% | -$8K | ﹤0.01% | 463 |
|
|
2021
Q2 | $52K | Hold |
650
| – | – | 0.01% | 462 |
|
|
2021
Q1 | $48K | Sell |
650
-50
| -7% | -$3.69K | 0.01% | 459 |
|
|
2020
Q4 | $49K | Hold |
700
| – | – | 0.01% | 360 |
|
|
2020
Q3 | $43K | Sell |
700
-100
| -13% | -$6.14K | 0.01% | 346 |
|
|
2020
Q2 | $45K | Hold |
800
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $37K | Hold |
800
| – | – | 0.01% | 365 |
|
|
2019
Q4 | $45K | Hold |
800
| – | – | 0.01% | 306 |
|
|
2019
Q3 | $42K | Hold |
800
| – | – | 0.01% | 330 |
|
|
2019
Q2 | $41K | Hold |
800
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $39K | Buy |
+800
| New | +$39K | 0.01% | 306 |
|