Stonebridge Capital Advisors’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
Q4 | – | Sell |
-450
| Closed | -$33.8K | – | 405 |
|
|
2023
Q3 | $33.8K | Hold |
450
| – | – | ﹤0.01% | 412 |
|
|
2023
Q2 | $35.3K | Buy |
+450
| New | +$35.3K | ﹤0.01% | 417 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$2K | – | 950 |
|
|
2022
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 896 |
|
|
2021
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 857 |
|
|
2021
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 814 |
|