Peachtree Investment Partners’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
Q4 | – | Sell |
-244
| Closed | -$15K | – | 99 |
|
|
2022
Q3 | $15K | Buy |
244
+1
| +0.4% | +$61 | 0.01% | 86 |
|
|
2022
Q2 | $16K | Sell |
243
-3,092
| -93% | -$204K | 0.01% | 89 |
|
|
2022
Q1 | $270K | Buy |
3,335
+243
| +8% | +$19.7K | 0.12% | 80 |
|
|
2021
Q4 | $272K | Buy |
3,092
+10
| +0.3% | +$880 | 0.11% | 77 |
|
|
2021
Q3 | $247K | Buy |
3,082
+8
| +0.3% | +$641 | 0.12% | 69 |
|
|
2021
Q2 | $246K | Sell |
3,074
-11,357
| -79% | -$909K | 0.12% | 72 |
|
|
2021
Q1 | $1.06M | Buy |
14,431
+11,127
| +337% | +$820K | 0.61% | 31 |
|
|
2020
Q4 | $232K | Buy |
+3,304
| New | +$232K | 0.14% | 67 |
|