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Phocas Financial Corp’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Phocas Financial Corp’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,240
Closed -$267K – 325
2022
Q3 		$267K Hold
4,240
– – 0.04% 190
2022
Q2 		$282K Hold
4,240
– – 0.04% 185
2022
Q1 		$344K Buy
+4,240
New +$341K 0.04% 180
2021
Q4 		– Sell
-9,202
Closed -$737K – 198
2021
Q3 		$737K Hold
9,202
– – 0.09% 160
2021
Q2 		$735K Buy
9,202
+150
+2% +$11.6K 0.09% 164
2021
Q1 		$668K Buy
+9,052
New +$656K 0.09% 161

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