Meridian Wealth 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
Q2 | – | Sell |
-3,339
| Closed | -$271K | – | 563 |
|
|
2022
Q1 | $271K | Sell |
3,339
-85
| -2% | -$6.9K | 0.03% | 331 |
|
|
2021
Q4 | $301K | Buy |
3,424
+4
| +0.1% | +$352 | 0.03% | 314 |
|
|
2021
Q3 | $274K | Hold |
3,420
| – | – | 0.03% | 324 |
|
|
2021
Q2 | $274K | Sell |
3,420
-85
| -2% | -$6.81K | 0.03% | 319 |
|
|
2021
Q1 | $258K | Sell |
3,505
-40
| -1% | -$2.94K | 0.04% | 298 |
|
|
2020
Q4 | $248K | Buy |
+3,545
| New | +$248K | 0.04% | 282 |
|