Capital Asset Advisory Services’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
Q3 | – | Sell |
-203
| Closed | -$13K | – | 496 |
|
|
2022
Q2 | $13K | Buy |
+203
| New | +$13K | ﹤0.01% | 467 |
|
|
2021
Q4 | – | Sell |
-203
| Closed | -$16K | – | 621 |
|
|
2021
Q3 | $16K | Sell |
203
-2
| -1% | -$158 | ﹤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 | +$10K | ﹤0.01% | 434 |
|