J.P. Morgan Private Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.15M | Sell |
81,798
-3,885
| -5% | -$292K | 0.02% | 464 |
|
|
2023
Q2 | $6.71M | Sell |
85,683
-12,098
| -12% | -$948K | 0.03% | 293 |
|
|
2023
Q1 | $7.01M | Buy |
97,781
+30,574
| +45% | +$2.19M | 0.01% | 510 |
|
|
2022
Q4 | $4.43M | Sell |
67,207
-16,837
| -20% | -$1.11M | 0.01% | 605 |
|
|
2022
Q3 | $5.29M | Sell |
84,044
-3,342
| -4% | -$210K | 0.01% | 544 |
|
|
2022
Q2 | $5.8M | Sell |
87,386
-17,444
| -17% | -$1.16M | 0.01% | 534 |
|
|
2022
Q1 | $8.5M | Buy |
104,830
+8,183
| +8% | +$664K | 0.02% | 479 |
|
|
2021
Q4 | $8.49M | Buy |
96,647
+2,561
| +3% | +$225K | 0.02% | 476 |
|
|
2021
Q3 | $7.53M | Buy |
94,086
+5,141
| +6% | +$412K | 0.02% | 490 |
|
|
2021
Q2 | $7.11M | Buy |
88,945
+15,385
| +21% | +$1.23M | 0.02% | 499 |
|
|
2021
Q1 | $5.43M | Sell |
73,560
-2,154
| -3% | -$159K | 0.02% | 490 |
|
|
2020
Q4 | $5.31M | Buy |
75,714
+11,163
| +17% | +$783K | 0.02% | 462 |
|
|
2020
Q3 | $3.99M | Sell |
64,551
-971
| -1% | -$60K | 0.02% | 483 |
|
|
2020
Q2 | $3.7M | Buy |
65,522
+35,128
| +116% | +$1.98M | 0.02% | 428 |
|
|
2020
Q1 | $1.39M | Sell |
30,394
-96,659
| -76% | -$4.43M | 0.01% | 620 |
|
|
2019
Q4 | $7.19M | Buy |
127,053
+24,917
| +24% | +$1.41M | 0.03% | 356 |
|
|
2019
Q3 | $5.3M | Buy |
102,136
+1,796
| +2% | +$93.2K | 0.03% | 392 |
|
|
2019
Q2 | $5.13M | Hold |
100,340
| – | – | 0.03% | 381 |
|
|
2019
Q1 | $4.93M | Sell |
100,340
-751
| -0.7% | -$36.9K | 0.03% | 401 |
|
|
2018
Q4 | $4.35M | Buy |
+101,091
| New | +$4.35M | 0.03% | 386 |
|