DHK Financial Advisors’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 |
-50,507
| Closed | -$4.71M | – | 80 |
|
|
2024
Q1 | $4.71M | Buy |
50,507
+60
| +0.1% | +$5.59K | 3.33% | 7 |
|
|
2023
Q4 | $4.29M | Sell |
50,447
-1,080
| -2% | -$91.9K | 3.22% | 8 |
|
|
2023
Q3 | $3.88M | Buy |
51,527
+89
| +0.2% | +$6.7K | 3.45% | 9 |
|
|
2023
Q2 | $4.03M | Buy |
51,438
+23,513
| +84% | +$1.84M | 3.43% | 8 |
|
|
2023
Q1 | $2M | Buy |
27,925
+5,565
| +25% | +$399K | 2.49% | 10 |
|
|
2022
Q4 | $1.47M | Buy |
22,360
+106
| +0.5% | +$6.98K | 2.05% | 14 |
|
|
2022
Q3 | $1.4M | Buy |
22,254
+1,546
| +7% | +$97.3K | 2.3% | 15 |
|
|
2022
Q2 | $1.38M | Buy |
20,708
+63
| +0.3% | +$4.18K | 1.32% | 20 |
|
|
2022
Q1 | $1.67M | Buy |
20,645
+141
| +0.7% | +$11.4K | 1.41% | 20 |
|
|
2021
Q4 | $1.8M | Buy |
+20,504
| New | +$1.8M | 1.7% | 18 |
|