Cary Street Partners Asset 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
Q4 | – | Sell |
-103,431
| Closed | -$103K | – | 193 |
|
|
2023
Q3 | $103K | Buy |
+103,431
| New | +$103K | 0.02% | 193 |
|
|
2023
Q2 | – | Sell |
-103,431
| Closed | -$103K | – | 254 |
|
|
2023
Q1 | $103K | Buy |
+103,431
| New | +$103K | 0.02% | 198 |
|
|
2021
Q2 | – | Sell |
-103,431
| Closed | -$103K | – | 166 |
|
|
2021
Q1 | $103K | Hold |
103,431
| – | – | 0.03% | 171 |
|
|
2020
Q4 | $103K | Buy |
+103,431
| New | +$103K | 0.03% | 159 |
|