JP Morgan Private Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.15M | Sell |
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|
2023
Q2 | $6.71M | Sell |
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|
2023
Q1 | $7.01M | Buy |
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|
2022
Q4 | $4.43M | Sell |
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|
2022
Q3 | $5.29M | Sell |
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|
2022
Q2 | $5.8M | Sell |
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|
2022
Q1 | $8.5M | Buy |
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|
2021
Q4 | $8.49M | Buy |
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|
2021
Q3 | $7.53M | Buy |
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|
2021
Q2 | $7.11M | Buy |
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|
2021
Q1 | $5.42M | Sell |
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|
2020
Q4 | $5.31M | Buy |
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|
2020
Q3 | $3.99M | Sell |
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|
2020
Q2 | $3.69M | Buy |
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|
2020
Q1 | $1.39M | Sell |
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|
2019
Q4 | $7.19M | Buy |
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|
2019
Q3 | $5.3M | Buy |
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|
2019
Q2 | $5.13M | Hold |
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|
2019
Q1 | $4.92M | Sell |
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|
2018
Q4 | $4.35M | Buy |
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