CarsonAllaria Wealth Management’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 | – | Sell |
-27
| Closed | -$1.99K | – | 392 |
|
|
2023
Q1 | $1.99K | Hold |
27
| – | – | ﹤0.01% | 300 |
|
|
2022
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 283 |
|
|
2022
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $2K | Buy |
27
+2
| +8% | +$148 | ﹤0.01% | 301 |
|
|
2021
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 314 |
|