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Cary Street Partners Investment Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-103,431
Closed -$103K – 568
2024
Q3 		$103K Hold
103,431
– – ﹤0.01% 746
2024
Q2 		$103K Hold
103,431
– – ﹤0.01% 736
2024
Q1 		$103K Hold
103,431
– – ﹤0.01% 687
2023
Q4 		$103K Hold
103,431
– – ﹤0.01% 639
2023
Q3 		$103K Buy
+103,431
New +$103K 0.01% 697