M. Kulyk & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20,368
| Closed | -$1.6M | – | 98 |
|
|
2023
Q2 | $1.6M | Sell |
20,368
-1,039
| -5% | -$81.4K | 0.45% | 54 |
|
|
2023
Q1 | $1.54M | Sell |
21,407
-1,144
| -5% | -$82K | 0.47% | 53 |
|
|
2022
Q4 | $1.49M | Sell |
22,551
-499
| -2% | -$32.9K | 0.5% | 53 |
|
|
2022
Q3 | $1.45M | Buy |
23,050
+143
| +0.6% | +$9K | 0.5% | 54 |
|
|
2022
Q2 | $1.52M | Buy |
22,907
+1,983
| +9% | +$132K | 0.47% | 49 |
|
|
2022
Q1 | $1.7M | Buy |
20,924
+2,472
| +13% | +$200K | 0.46% | 45 |
|
|
2021
Q4 | $1.62M | Buy |
18,452
+591
| +3% | +$52K | 0.42% | 45 |
|
|
2021
Q3 | $1.43M | Buy |
17,861
+729
| +4% | +$58.4K | 0.46% | 42 |
|
|
2021
Q2 | $1.37M | Buy |
+17,132
| New | +$1.37M | 0.5% | 41 |
|