Gradient Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$193 | – | 618 |
|
|
2024
Q2 | $193 | Hold |
2
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q1 | $186 | Hold |
2
| – | – | ﹤0.01% | 1105 |
|
|
2023
Q4 | $170 | Hold |
2
| – | – | ﹤0.01% | 1711 |
|
|
2023
Q3 | $150 | Sell |
2
-117
| -98% | -$8.78K | ﹤0.01% | 1692 |
|
|
2023
Q2 | $9.32K | Hold |
119
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $8.53K | Sell |
119
-110
| -48% | -$7.89K | ﹤0.01% | 841 |
|
|
2022
Q4 | $15.1K | Hold |
229
| – | – | ﹤0.01% | 736 |
|
|
2022
Q3 | $14K | Sell |
229
-86
| -27% | -$5.26K | ﹤0.01% | 729 |
|
|
2022
Q2 | $21K | Buy |
315
+81
| +35% | +$5.4K | ﹤0.01% | 636 |
|
|
2022
Q1 | $19K | Buy |
234
+10
| +4% | +$812 | ﹤0.01% | 656 |
|
|
2021
Q4 | $20K | Buy |
224
+88
| +65% | +$7.86K | ﹤0.01% | 656 |
|
|
2021
Q3 | $11K | Buy |
+136
| New | +$11K | ﹤0.01% | 759 |
|