GenWealth Group’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
Q1 | – | Sell |
-27,397
| Closed | -$2.33M | – | 67 |
|
|
2023
Q4 | $2.33M | Sell |
27,397
-1,087
| -4% | -$92.5K | 0.64% | 31 |
|
|
2023
Q3 | $2.14M | Sell |
28,484
-199
| -0.7% | -$15K | 0.65% | 30 |
|
|
2023
Q2 | $2.25M | Buy |
28,683
+140
| +0.5% | +$11K | 0.65% | 30 |
|
|
2023
Q1 | $2.05M | Buy |
28,543
+212
| +0.7% | +$15.2K | 0.63% | 29 |
|
|
2022
Q4 | $1.87M | Sell |
28,331
-7,113
| -20% | -$468K | 0.61% | 30 |
|
|
2022
Q3 | $2.23M | Buy |
35,444
+14,357
| +68% | +$903K | 0.76% | 21 |
|
|
2022
Q2 | $1.4M | Buy |
21,087
+2,505
| +13% | +$166K | 0.45% | 27 |
|
|
2022
Q1 | $1.51M | Buy |
18,582
+8,879
| +92% | +$720K | 0.42% | 31 |
|
|
2021
Q4 | $852K | Buy |
9,703
+3,606
| +59% | +$317K | 0.23% | 35 |
|
|
2021
Q3 | $488K | Buy |
+6,097
| New | +$488K | 0.14% | 44 |
|