Grand Wealth Management’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 |
-659
| Closed | -$61.4K | – | 65 |
|
|
2024
Q1 | $61.4K | Hold |
659
| – | – | 0.03% | 56 |
|
|
2023
Q4 | $56.1K | Hold |
659
| – | – | 0.03% | 58 |
|
|
2023
Q3 | $49.6K | Hold |
659
| – | – | 0.03% | 53 |
|
|
2023
Q2 | $51.6K | Hold |
659
| – | – | 0.03% | 50 |
|
|
2023
Q1 | $47.3K | Hold |
659
| – | – | 0.03% | 46 |
|
|
2022
Q4 | $43.4K | Sell |
659
-186
| -22% | -$12.3K | 0.03% | 46 |
|
|
2022
Q3 | $53K | Sell |
845
-3,165
| -79% | -$199K | 0.03% | 44 |
|
|
2022
Q2 | $266K | Buy |
4,010
+2,965
| +284% | +$197K | 0.14% | 33 |
|
|
2022
Q1 | $85K | Sell |
1,045
-391
| -27% | -$31.8K | 0.04% | 41 |
|
|
2021
Q4 | $126K | Buy |
+1,436
| New | +$126K | 0.06% | 36 |
|