Pathstone Family Office’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 | $7.28M | Buy |
96,787
+47,849
| +98% | +$3.6M | 0.06% | 210 |
|
|
2023
Q2 | $3.83M | Buy |
48,938
+903
| +2% | +$70.8K | 0.05% | 203 |
|
|
2023
Q1 | $3.44M | Sell |
48,035
-50,541
| -51% | -$3.62M | 0.06% | 195 |
|
|
2022
Q4 | $6.49M | Buy |
98,576
+472
| +0.5% | +$31.1K | 0.06% | 237 |
|
|
2022
Q3 | $6.17M | Buy |
98,104
+49,224
| +101% | +$3.1M | 0.06% | 200 |
|
|
2022
Q2 | $3.25M | Buy |
48,880
+148
| +0.3% | +$9.83K | 0.07% | 145 |
|
|
2022
Q1 | $3.95M | Buy |
48,732
+109
| +0.2% | +$8.84K | 0.09% | 107 |
|
|
2021
Q4 | $4.27M | Buy |
48,623
+146
| +0.3% | +$12.8K | 0.11% | 97 |
|
|
2021
Q3 | $3.88M | Buy |
+48,477
| New | +$3.88M | 0.11% | 96 |
|