Next Financial Group’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
Q4 | $35K | Hold |
400
| – | – | ﹤0.01% | 1639 |
|
|
2021
Q3 | $32K | Hold |
400
| – | – | ﹤0.01% | 1607 |
|
|
2021
Q2 | $32K | Hold |
400
| – | – | ﹤0.01% | 1571 |
|
|
2021
Q1 | $30K | Hold |
400
| – | – | ﹤0.01% | 1487 |
|
|
2020
Q4 | $28K | Hold |
400
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q3 | $25K | Buy |
+400
| New | +$25K | ﹤0.01% | 1331 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$18K | – | 970 |
|
|
2020
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q4 | $23K | Buy |
+400
| New | +$23K | ﹤0.01% | 1474 |
|