Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$6K | – | 243 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 165 |
|
|
2022
Q2 | $7K | Sell |
100
-250
| -71% | -$17.5K | ﹤0.01% | 163 |
|
|
2022
Q1 | $28K | Hold |
350
| – | – | 0.01% | 121 |
|
|
2021
Q4 | $31K | Hold |
350
| – | – | 0.01% | 126 |
|
|
2021
Q3 | $28K | Sell |
350
-50
| -13% | -$4K | 0.01% | 123 |
|
|
2021
Q2 | $32K | Hold |
400
| – | – | 0.02% | 118 |
|
|
2021
Q1 | $30K | Hold |
400
| – | – | 0.02% | 111 |
|
|
2020
Q4 | $28K | Buy |
+400
| New | +$28K | 0.02% | 108 |
|