Elm Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $888K | Buy |
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|
2020
Q4 | $829K | Sell |
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|
2020
Q3 | $747K | Hold |
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|
2020
Q2 | $681K | Sell |
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|
2020
Q1 | $576K | Hold |
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|
2019
Q4 | $712K | Hold |
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|
2019
Q3 | $654K | Hold |
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|
2019
Q2 | $644K | Hold |
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|
2019
Q1 | $618K | Buy |
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