Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-288
| Closed | -$26.8K | – | 187 |
|
|
2024
Q1 | $26.8K | Buy |
288
+57
| +25% | +$5.31K | ﹤0.01% | 168 |
|
|
2023
Q4 | $15.2K | Sell |
231
-37
| -14% | -$2.44K | ﹤0.01% | 155 |
|
|
2023
Q3 | $20.2K | Buy |
268
+17
| +7% | +$1.28K | ﹤0.01% | 174 |
|
|
2023
Q2 | $19.7K | Buy |
251
+4
| +2% | +$314 | ﹤0.01% | 174 |
|
|
2023
Q1 | $17.7K | Buy |
247
+16
| +7% | +$1.15K | ﹤0.01% | 193 |
|
|
2022
Q4 | $15.2K | Buy |
231
+41
| +22% | +$2.7K | ﹤0.01% | 155 |
|
|
2022
Q3 | $12K | Buy |
190
+13
| +7% | +$819 | ﹤0.01% | 149 |
|
|
2022
Q2 | $11.7K | Buy |
+177
| New | +$11.7K | ﹤0.01% | 160 |
|