GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,328
| Closed | -$219K | – | 384 |
|
|
2022
Q4 | $219K | Sell |
3,328
-651
| -16% | -$42.8K | 0.01% | 357 |
|
|
2022
Q3 | $250K | Sell |
3,979
-4,556
| -53% | -$286K | 0.01% | 327 |
|
|
2022
Q2 | $567K | Sell |
8,535
-796
| -9% | -$52.9K | 0.03% | 238 |
|
|
2022
Q1 | $757K | Buy |
9,331
+3,633
| +64% | +$295K | 0.03% | 209 |
|
|
2021
Q4 | $501K | Buy |
+5,698
| New | +$501K | 0.02% | 252 |
|