Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.37M | Sell |
17,535
-225
| -1% | -$17.6K | 0.21% | 107 |
|
|
2023
Q1 | $1.27M | Sell |
17,760
-419
| -2% | -$30K | 0.2% | 117 |
|
|
2022
Q4 | $1.2M | Sell |
18,179
-4,616
| -20% | -$304K | 0.2% | 119 |
|
|
2022
Q3 | $1.43M | Buy |
+22,795
| New | +$1.43M | 0.25% | 96 |
|
|
2022
Q2 | – | Sell |
-23,868
| Closed | -$1.94M | – | 92 |
|
|
2022
Q1 | $1.94M | Sell |
23,868
-637
| -3% | -$51.6K | 0.28% | 86 |
|
|
2021
Q4 | $2.15M | Buy |
24,505
+1,168
| +5% | +$103K | 0.29% | 82 |
|
|
2021
Q3 | $1.87M | Sell |
23,337
-24
| -0.1% | -$1.92K | 0.27% | 93 |
|
|
2021
Q2 | $1.87M | Buy |
23,361
+1,260
| +6% | +$101K | 0.27% | 88 |
|
|
2021
Q1 | $1.63M | Buy |
22,101
+2,731
| +14% | +$201K | 0.26% | 87 |
|
|
2020
Q4 | $1.36M | Buy |
19,370
+5,090
| +36% | +$357K | 0.25% | 87 |
|
|
2020
Q3 | $883K | Buy |
14,280
+3,025
| +27% | +$187K | 0.19% | 109 |
|
|
2020
Q2 | $635K | Buy |
11,255
+6,248
| +125% | +$353K | 0.15% | 128 |
|
|
2020
Q1 | $229K | Buy |
5,007
+1,304
| +35% | +$59.6K | 0.06% | 199 |
|
|
2019
Q4 | $209K | Hold |
3,703
| – | – | 0.05% | 237 |
|
|
2019
Q3 | $192K | Buy |
3,703
+290
| +8% | +$15K | 0.04% | 229 |
|
|
2019
Q2 | $175K | Hold |
3,413
| – | – | 0.03% | 255 |
|
|
2019
Q1 | $168K | Buy |
3,413
+541
| +19% | +$26.6K | 0.03% | 316 |
|
|
2018
Q4 | $123K | Buy |
+2,872
| New | +$123K | 0.02% | 331 |
|