Intergy Private Wealth’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
Q3 | – | Sell |
-5,508
| Closed | -$432K | – | 72 |
|
|
2023
Q2 | $432K | Sell |
5,508
-201
| -4% | -$15.7K | 0.21% | 54 |
|
|
2023
Q1 | $409K | Buy |
5,709
+18
| +0.3% | +$1.29K | 0.23% | 51 |
|
|
2022
Q4 | $375K | Sell |
5,691
-236
| -4% | -$15.5K | 0.23% | 49 |
|
|
2022
Q3 | $373K | Sell |
5,927
-16
| -0.3% | -$1.01K | 0.26% | 51 |
|
|
2022
Q2 | $395K | Buy |
5,943
+1,017
| +21% | +$67.6K | 0.31% | 47 |
|
|
2022
Q1 | $399K | Buy |
4,926
+2,315
| +89% | +$188K | 0.28% | 38 |
|
|
2021
Q4 | $229K | Buy |
+2,611
| New | +$229K | 0.18% | 48 |
|