Karp Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,693
| Closed | -$232K | – | 25 |
|
|
2022
Q3 | $232K | Hold |
3,693
| – | – | 0.05% | 116 |
|
|
2022
Q2 | $245K | Buy |
3,693
+43
| +1% | +$2.85K | 0.04% | 127 |
|
|
2022
Q1 | $296K | Sell |
3,650
-85
| -2% | -$6.89K | 0.04% | 114 |
|
|
2021
Q4 | $328K | Buy |
3,735
+34
| +0.9% | +$2.99K | 0.04% | 120 |
|
|
2021
Q3 | $296K | Hold |
3,701
| – | – | 0.04% | 140 |
|
|
2021
Q2 | $296K | Hold |
3,701
| – | – | 0.04% | 141 |
|
|
2021
Q1 | $273K | Hold |
3,701
| – | – | 0.05% | 116 |
|
|
2020
Q4 | $260K | Hold |
3,701
| – | – | 0.05% | 108 |
|
|
2020
Q3 | $229K | Buy |
+3,701
| New | +$229K | 0.06% | 85 |
|