Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,061
| Closed | -$285K | – | 133 |
|
|
2024
Q1 | $285K | Buy |
3,061
+7
| +0.2% | +$652 | 0.06% | 329 |
|
|
2023
Q4 | $260K | Buy |
3,054
+12
| +0.4% | +$1.02K | 0.06% | 329 |
|
|
2023
Q3 | $229K | Buy |
3,042
+10
| +0.3% | +$752 | 0.06% | 319 |
|
|
2023
Q2 | $238K | Buy |
3,032
+9
| +0.3% | +$705 | 0.06% | 335 |
|
|
2023
Q1 | $217K | Buy |
+3,023
| New | +$217K | 0.06% | 346 |
|
|
2022
Q2 | – | Sell |
-2,981
| Closed | -$242K | – | 360 |
|
|
2022
Q1 | $242K | Buy |
2,981
+6
| +0.2% | +$487 | 0.06% | 319 |
|
|
2021
Q4 | $261K | Buy |
2,975
+9
| +0.3% | +$790 | 0.07% | 308 |
|
|
2021
Q3 | $237K | Sell |
2,966
-100
| -3% | -$7.99K | 0.07% | 294 |
|
|
2021
Q2 | $245K | Sell |
3,066
-322
| -10% | -$25.7K | 0.07% | 312 |
|
|
2021
Q1 | $250K | Buy |
+3,388
| New | +$250K | 0.09% | 266 |
|