Pinnacle Private Wealth’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
$268K Buy
4,039
+849
+27% +$56.3K 0.1% 214
2022
Q1
$259K Sell
3,190
-575
-15% -$46.7K 0.08% 239
2021
Q4
$331K Buy
+3,765
New +$331K 0.1% 196