SA
Stewardship Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,883
| Closed | -$234K | – | 47 |
|
|
2022
Q1 | $234K | Sell |
2,883
-4,453
| -61% | -$361K | 0.09% | 47 |
|
|
2021
Q4 | $645K | Sell |
7,336
-974
| -12% | -$85.6K | 0.23% | 37 |
|
|
2021
Q3 | $665K | Sell |
8,310
-83,701
| -91% | -$6.7M | 0.25% | 35 |
|
|
2021
Q2 | $7.36M | Sell |
92,011
-17
| -0% | -$1.36K | 2.76% | 12 |
|
|
2021
Q1 | $6.79M | Sell |
92,028
-21,179
| -19% | -$1.56M | 2.67% | 13 |
|
|
2020
Q4 | $7.94M | Sell |
113,207
-1,319
| -1% | -$92.6K | 3.24% | 11 |
|
|
2020
Q3 | $7.39M | Sell |
114,526
-5,352
| -4% | -$345K | 3.7% | 11 |
|
|
2020
Q2 | $6.76M | Sell |
119,878
-9,298
| -7% | -$524K | 3.75% | 10 |
|
|
2020
Q1 | $5.92M | Buy |
129,176
+25,194
| +24% | +$1.15M | 3.84% | 9 |
|
|
2019
Q4 | $5.88M | Buy |
+103,982
| New | +$5.88M | 3.69% | 9 |
|