Integrated Advisors Network’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
Q4 | – | Sell |
-1,969
| Closed | -$200K | – | 707 |
|
|
2024
Q3 | $200K | Buy |
+1,969
| New | +$200K | 0.01% | 676 |
|
|
2022
Q4 | – | Sell |
-3,924
| Closed | -$247K | – | 642 |
|
|
2022
Q3 | $247K | Sell |
3,924
-1,215
| -24% | -$76.5K | 0.02% | 550 |
|
|
2022
Q2 | $341K | Buy |
5,139
+1,392
| +37% | +$92.4K | 0.02% | 498 |
|
|
2022
Q1 | $304K | Hold |
3,747
| – | – | 0.02% | 539 |
|
|
2021
Q4 | $329K | Sell |
3,747
-3
| -0.1% | -$263 | 0.02% | 510 |
|
|
2021
Q3 | $300K | Buy |
3,750
+3
| +0.1% | +$240 | 0.02% | 513 |
|
|
2021
Q2 | $300K | Buy |
+3,747
| New | +$300K | 0.02% | 472 |
|