IIM
InTrack Investment Management’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 | $371K | Sell |
3,385
-2,071
| -38% | -$227K | 0.25% | 86 |
|
|
2025
Q1 | $534K | Sell |
5,456
-230
| -4% | -$22.5K | 0.49% | 59 |
|
|
2024
Q4 | $591K | Buy |
5,686
+869
| +18% | +$90.3K | 0.41% | 65 |
|
|
2024
Q3 | $490K | Buy |
4,817
+496
| +11% | +$50.4K | 0.35% | 81 |
|
|
2024
Q2 | $417K | Buy |
4,321
+1,605
| +59% | +$155K | 0.3% | 97 |
|
|
2024
Q1 | $253K | Sell |
2,716
-101
| -4% | -$9.41K | 0.19% | 116 |
|
|
2023
Q4 | $240K | Buy |
2,817
+14
| +0.5% | +$1.19K | 0.18% | 122 |
|
|
2023
Q3 | $211K | Sell |
2,803
-1,004
| -26% | -$75.5K | 0.19% | 122 |
|
|
2023
Q2 | $298K | Sell |
3,807
-1,581
| -29% | -$124K | 0.24% | 116 |
|
|
2023
Q1 | $385K | Buy |
5,388
+1,595
| +42% | +$114K | 0.35% | 88 |
|
|
2022
Q4 | $250K | Sell |
3,793
-12,667
| -77% | -$834K | 0.25% | 104 |
|
|
2022
Q3 | $1.04M | Sell |
16,460
-2,616
| -14% | -$164K | 1.14% | 27 |
|
|
2022
Q2 | $1.27M | Buy |
19,076
+6,080
| +47% | +$404K | 1.3% | 23 |
|
|
2022
Q1 | $1.05M | Buy |
12,996
+3,163
| +32% | +$257K | 0.86% | 41 |
|
|
2021
Q4 | $864K | Buy |
9,833
+130
| +1% | +$11.4K | 0.6% | 63 |
|
|
2021
Q3 | $835K | Sell |
9,703
-283
| -3% | -$24.4K | 0.61% | 65 |
|
|
2021
Q2 | $808K | Buy |
+9,986
| New | +$808K | 0.63% | 60 |
|