Janiczek Wealth Management’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
Q2 | $114K | Buy |
1,184
+168
| +17% | +$16.2K | 0.02% | 256 |
|
|
2024
Q1 | $94.7K | Buy |
1,016
+53
| +6% | +$4.94K | 0.02% | 300 |
|
|
2023
Q4 | $81.9K | Buy |
963
+88
| +10% | +$7.49K | 0.02% | 303 |
|
|
2023
Q3 | $65.8K | Buy |
875
+81
| +10% | +$6.09K | 0.02% | 324 |
|
|
2023
Q2 | $62.2K | Sell |
794
-124
| -14% | -$9.72K | 0.02% | 291 |
|
|
2023
Q1 | $66K | Buy |
918
+102
| +13% | +$7.33K | 0.02% | 272 |
|
|
2022
Q4 | $56.1K | Buy |
816
+41
| +5% | +$2.82K | 0.02% | 303 |
|
|
2022
Q3 | $49K | Buy |
775
+40
| +5% | +$2.53K | 0.02% | 305 |
|
|
2022
Q2 | $53K | Buy |
735
+40
| +6% | +$2.88K | 0.02% | 295 |
|
|
2022
Q1 | $56K | Sell |
695
-242
| -26% | -$19.5K | 0.02% | 284 |
|
|
2021
Q4 | $82K | Buy |
937
+150
| +19% | +$13.1K | 0.02% | 216 |
|
|
2021
Q3 | $63K | Buy |
787
+280
| +55% | +$22.4K | 0.02% | 246 |
|
|
2021
Q2 | $41K | Buy |
+507
| New | +$41K | 0.01% | 288 |
|