CAAS
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Capital Asset Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capital Asset Advisory Services’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-203
Closed -$13K – 496
2022
Q2 		$13K Buy
+203
New +$14.7K ﹤0.01% 467
2021
Q4 		– Sell
-203
Closed -$16K – 621
2021
Q3 		$16K Sell
203
-2
-1% -$165 ﹤0.01% 562
2021
Q2 		$16K Hold
205
– – ﹤0.01% 593
2021
Q1 		$15K Hold
205
– – ﹤0.01% 568
2020
Q4 		$14K Hold
205
– – ﹤0.01% 981
2020
Q3 		$13K Hold
205
– – ﹤0.01% 452
2020
Q2 		$12K Hold
205
– – ﹤0.01% 481
2020
Q1 		$10K Buy
+205
New +$11.1K ﹤0.01% 434

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VF
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Creative Planning
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Morgan Stanley
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Bank of America
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Wealthfront Advisers
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VCM
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AIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return