Elmwood Wealth Management’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
Q1 | – | Sell |
-350
| Closed | -$31K | – | 175 |
|
|
2021
Q4 | $31K | Buy |
+350
| New | +$31K | 0.01% | 220 |
|
|
2021
Q2 | $28K | Hold |
350
| – | – | 0.01% | 201 |
|
|
2021
Q1 | $26K | Buy |
+350
| New | +$26K | 0.02% | 198 |
|
|
2020
Q3 | $20K | Hold |
350
| – | – | 0.02% | 162 |
|
|
2020
Q2 | $20K | Buy |
+350
| New | +$20K | 0.02% | 162 |
|