Keel Point’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
2021
Q3
Sell
-12,073
Closed -$966K 271
2021
Q2
$966K Sell
12,073
-953
-7% -$76.3K 0.11% 118
2021
Q1
$961K Buy
13,026
+6,726
+107% +$496K 0.09% 122
2020
Q4
$442K Buy
+6,300
New +$442K 0.04% 155