CX Institutional’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
Q3 | – | Sell |
-324
| Closed | -$22K | – | 674 |
|
|
2022
Q2 | $22K | Buy |
+324
| New | +$22K | ﹤0.01% | 821 |
|
|
2021
Q4 | – | Sell |
-12,247
| Closed | -$980K | – | 510 |
|
|
2021
Q3 | $980K | Buy |
12,247
+762
| +7% | +$61K | 0.08% | 214 |
|
|
2021
Q2 | $919K | Buy |
11,485
+671
| +6% | +$53.7K | 0.08% | 208 |
|
|
2021
Q1 | $797K | Buy |
10,814
+1,308
| +14% | +$96.4K | 0.07% | 209 |
|
|
2020
Q4 | $667K | Buy |
+9,506
| New | +$667K | 0.06% | 222 |
|