IIA
Integral Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
4,280
+23
| +0.5% | +$2.52K | 0.13% | 100 |
|
|
2025
Q1 | $417K | Sell |
4,257
-1,520
| -26% | -$149K | 0.13% | 108 |
|
|
2024
Q4 | $606K | Sell |
5,777
-27
| -0.5% | -$2.83K | 0.2% | 86 |
|
|
2024
Q3 | $590K | Sell |
5,804
-139
| -2% | -$14.1K | 0.2% | 88 |
|
|
2024
Q2 | $577K | Buy |
5,943
+2,075
| +54% | +$201K | 0.21% | 79 |
|
|
2024
Q1 | $360K | Hold |
3,868
| – | – | 0.15% | 107 |
|
|
2023
Q4 | $329K | Hold |
3,868
| – | – | 0.21% | 64 |
|
|
2023
Q3 | $291K | Buy |
3,868
+400
| +12% | +$30.1K | 0.2% | 63 |
|
|
2023
Q2 | $272K | Buy |
3,468
+580
| +20% | +$45.4K | 0.18% | 63 |
|
|
2023
Q1 | $207K | Sell |
2,888
-755
| -21% | -$54.1K | 0.15% | 76 |
|
|
2022
Q4 | $240K | Hold |
3,643
| – | – | 0.19% | 65 |
|
|
2022
Q3 | $229K | Sell |
3,643
-2,250
| -38% | -$141K | 0.19% | 71 |
|
|
2022
Q2 | $391K | Sell |
5,893
-800
| -12% | -$53.1K | 0.33% | 61 |
|
|
2022
Q1 | $543K | Buy |
6,693
+725
| +12% | +$58.8K | 0.34% | 60 |
|
|
2021
Q4 | $525K | Buy |
+5,968
| New | +$525K | 0.38% | 55 |
|