GSIS
Global Strategic Investment Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,197
| Closed | -$223K | – | 156 |
|
|
2024
Q3 | $223K | Buy |
2,197
+6
| +0.3% | +$610 | 0.03% | 142 |
|
|
2024
Q2 | $212K | Sell |
2,191
-232
| -10% | -$22.4K | 0.03% | 139 |
|
|
2024
Q1 | $226K | Buy |
2,423
+6
| +0.2% | +$559 | 0.03% | 143 |
|
|
2023
Q4 | $206K | Sell |
2,417
-958
| -28% | -$81.5K | 0.03% | 139 |
|
|
2023
Q3 | $254K | Hold |
3,375
| – | – | 0.03% | 130 |
|
|
2023
Q2 | $264K | Hold |
3,375
| – | – | 0.03% | 123 |
|
|
2023
Q1 | $242K | Hold |
3,375
| – | – | 0.03% | 119 |
|
|
2022
Q4 | $222K | Hold |
3,375
| – | – | 0.01% | 121 |
|
|
2022
Q3 | $212K | Buy |
+3,375
| New | +$212K | 0.01% | 126 |
|