FAS Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-234
| Closed | -$24.5K | – | 432 |
|
|
2024
Q4 | $24.5K | Sell |
234
-31
| -12% | -$3.25K | ﹤0.01% | 371 |
|
|
2024
Q3 | $26.9K | Buy |
265
+31
| +13% | +$3.15K | ﹤0.01% | 382 |
|
|
2024
Q2 | $22.6K | Buy |
+234
| New | +$22.6K | ﹤0.01% | 378 |
|
|
2022
Q1 | – | Sell |
-2,551
| Closed | -$224K | – | 390 |
|
|
2021
Q4 | $224K | Sell |
2,551
-15
| -0.6% | -$1.32K | 0.02% | 274 |
|
|
2021
Q3 | $205K | Buy |
+2,566
| New | +$205K | 0.02% | 280 |
|