Lion Street Advisors’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
Q3 | – | Sell |
-7,276
| Closed | -$703K | – | 266 |
|
|
2024
Q2 | $703K | Hold |
7,276
| – | – | 0.26% | 84 |
|
|
2024
Q1 | $619K | Hold |
7,276
| – | – | 0.25% | 92 |
|
|
2023
Q4 | $619K | Hold |
7,276
| – | – | 0.25% | 91 |
|
|
2023
Q3 | $547K | Buy |
+7,276
| New | +$547K | 0.18% | 112 |
|
|
2023
Q2 | – | Sell |
-7,276
| Closed | -$522K | – | 252 |
|
|
2023
Q1 | $522K | Buy |
+7,276
| New | +$522K | 0.16% | 114 |
|
|
2022
Q4 | – | Sell |
-4,444
| Closed | -$280K | – | 156 |
|
|
2022
Q3 | $280K | Buy |
+4,444
| New | +$280K | 0.14% | 93 |
|