Cedar Brook Financial Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $242K | Buy |
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|
2021
Q4 | $261K | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $250K | Buy |
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