Bedel Financial Consulting’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
Q2 | – | Sell |
-908
| Closed | -$74K | – | 401 |
|
|
2022
Q1 | $74K | Hold |
908
| – | – | 0.02% | 328 |
|
|
2021
Q4 | $80K | Hold |
908
| – | – | 0.02% | 316 |
|
|
2021
Q3 | $73K | Hold |
908
| – | – | 0.03% | 324 |
|
|
2021
Q2 | $73K | Hold |
908
| – | – | 0.03% | 321 |
|
|
2021
Q1 | $67K | Hold |
908
| – | – | 0.03% | 326 |
|
|
2020
Q4 | $64K | Sell |
908
-1,821
| -67% | -$128K | 0.03% | 284 |
|
|
2020
Q3 | $169K | Hold |
2,729
| – | – | 0.08% | 157 |
|
|
2020
Q2 | $154K | Hold |
2,729
| – | – | 0.08% | 155 |
|
|
2020
Q1 | $125K | Buy |
2,729
+573
| +27% | +$26.2K | 0.08% | 160 |
|
|
2019
Q4 | $122K | Hold |
2,156
| – | – | 0.07% | 185 |
|
|
2019
Q3 | $112K | Hold |
2,156
| – | – | 0.07% | 190 |
|
|
2019
Q2 | $110K | Hold |
2,156
| – | – | 0.07% | 189 |
|
|
2019
Q1 | $106K | Hold |
2,156
| – | – | 0.07% | 185 |
|
|
2018
Q4 | $93K | Buy |
+2,156
| New | +$93K | 0.07% | 183 |
|