Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,211
| Closed | -$302K | – | 187 |
|
|
2023
Q1 | $302K | Buy |
4,211
+12
| +0.3% | +$860 | 0.08% | 147 |
|
|
2022
Q4 | $277K | Buy |
4,199
+20
| +0.5% | +$1.32K | 0.07% | 157 |
|
|
2022
Q3 | $263K | Buy |
4,179
+14
| +0.3% | +$881 | 0.07% | 158 |
|
|
2022
Q2 | $277K | Buy |
4,165
+13
| +0.3% | +$865 | 0.07% | 163 |
|
|
2022
Q1 | $337K | Buy |
4,152
+9
| +0.2% | +$730 | 0.08% | 155 |
|
|
2021
Q4 | $364K | Buy |
4,143
+13
| +0.3% | +$1.14K | 0.09% | 146 |
|
|
2021
Q3 | $331K | Buy |
4,130
+12
| +0.3% | +$962 | 0.09% | 150 |
|
|
2021
Q2 | $329K | Buy |
4,118
+9
| +0.2% | +$719 | 0.09% | 150 |
|
|
2021
Q1 | $303K | Buy |
4,109
+9
| +0.2% | +$664 | 0.1% | 140 |
|
|
2020
Q4 | $288K | Buy |
4,100
+14
| +0.3% | +$983 | 0.11% | 142 |
|
|
2020
Q3 | $253K | Buy |
4,086
+13
| +0.3% | +$805 | 0.11% | 142 |
|
|
2020
Q2 | $230K | Buy |
+4,073
| New | +$230K | 0.11% | 148 |
|