Kades & Cheifetz’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
Q4 | $369K | Buy |
3,521
+812
| +30% | +$85.2K | 0.19% | 78 |
|
|
2024
Q3 | $275K | Buy |
2,709
+8
| +0.3% | +$813 | 0.16% | 79 |
|
|
2024
Q2 | $261K | Buy |
2,701
+46
| +2% | +$4.45K | 0.16% | 80 |
|
|
2024
Q1 | $247K | Hold |
2,655
| – | – | 0.16% | 79 |
|
|
2023
Q4 | $226K | Buy |
+2,655
| New | +$226K | 0.16% | 78 |
|
|
2023
Q3 | – | Sell |
-2,595
| Closed | -$203K | – | 77 |
|
|
2023
Q2 | $203K | Buy |
+2,595
| New | +$203K | 0.16% | 75 |
|