Intersect Capital’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
2022
Q2
$1.21M Sell
18,242
-200
-1% -$13.3K 0.37% 63
2022
Q1
$1.5M Sell
18,442
-710
-4% -$57.6K 0.29% 66
2021
Q4
$1.68M Buy
19,152
+778
+4% +$68.4K 0.31% 65
2021
Q3
$1.47M Buy
18,374
+2,252
+14% +$180K 0.25% 74
2021
Q2
$1.29M Buy
16,122
+1,942
+14% +$155K 0.23% 87
2021
Q1
$1.05M Buy
14,180
+1,360
+11% +$100K 0.21% 88
2020
Q4
$900K Buy
12,820
+3,285
+34% +$231K 0.2% 85
2020
Q3
$589K Buy
+9,535
New +$589K 0.16% 100