Financial Advocates Investment 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
Q4 | – | Sell |
-12,411
| Closed | -$781K | – | 786 |
|
|
2022
Q3 | $781K | Buy |
12,411
+20
| +0.2% | +$1.26K | 0.06% | 303 |
|
|
2022
Q2 | $823K | Buy |
12,391
+1,725
| +16% | +$115K | 0.07% | 301 |
|
|
2022
Q1 | $865K | Hold |
10,666
| – | – | 0.06% | 325 |
|
|
2021
Q4 | $937K | Hold |
10,666
| – | – | 0.06% | 326 |
|
|
2021
Q3 | $854K | Buy |
10,666
+1,581
| +17% | +$127K | 0.06% | 346 |
|
|
2021
Q2 | $727K | Buy |
9,085
+2,638
| +41% | +$211K | 0.05% | 374 |
|
|
2021
Q1 | $475K | Buy |
+6,447
| New | +$475K | 0.03% | 479 |
|