BIA
Bigelow Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,295
| Closed | -$214K | – | 154 |
|
|
2024
Q1 | $214K | Buy |
+2,295
| New | +$214K | 0.11% | 149 |
|
|
2023
Q1 | – | Sell |
-3,539
| Closed | -$233K | – | 149 |
|
|
2022
Q4 | $233K | Buy |
+3,539
| New | +$233K | 0.14% | 133 |
|
|
2022
Q1 | – | Sell |
-2,295
| Closed | -$202K | – | 151 |
|
|
2021
Q4 | $202K | Buy |
+2,295
| New | +$202K | 0.09% | 143 |
|