SPIA
Strategic Point Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
24,080
+7,520
| +45% | +$824K | 0.41% | 22 |
|
|
2025
Q1 | $1.62M | Buy |
16,560
+85
| +0.5% | +$8.33K | 0.27% | 26 |
|
|
2024
Q4 | $1.73M | Buy |
16,475
+325
| +2% | +$34.1K | 0.28% | 26 |
|
|
2024
Q3 | $1.64M | Hold |
16,150
| – | – | 0.27% | 26 |
|
|
2024
Q2 | $1.56M | Buy |
16,150
+90
| +0.6% | +$8.7K | 0.28% | 25 |
|
|
2024
Q1 | $1.5M | Sell |
16,060
-60
| -0.4% | -$5.59K | 0.27% | 25 |
|
|
2023
Q4 | $1.37M | Buy |
16,120
+590
| +4% | +$50.2K | 0.27% | 27 |
|
|
2023
Q3 | $1.17M | Buy |
15,530
+4,195
| +37% | +$316K | 0.25% | 29 |
|
|
2023
Q2 | $888K | Buy |
11,335
+55
| +0.5% | +$4.31K | 0.18% | 28 |
|
|
2023
Q1 | $809K | Buy |
11,280
+175
| +2% | +$12.5K | 0.18% | 26 |
|
|
2022
Q4 | $731K | Buy |
11,105
+100
| +0.9% | +$6.58K | 0.18% | 26 |
|
|
2022
Q3 | $692K | Buy |
11,005
+645
| +6% | +$40.6K | 0.19% | 25 |
|
|
2022
Q2 | $688K | Buy |
10,360
+1,480
| +17% | +$98.3K | 0.19% | 22 |
|
|
2022
Q1 | $720K | Buy |
8,880
+1,085
| +14% | +$88K | 0.16% | 24 |
|
|
2021
Q4 | $685K | Buy |
7,795
+855
| +12% | +$75.1K | 0.15% | 22 |
|
|
2021
Q3 | $556K | Buy |
6,940
+195
| +3% | +$15.6K | 0.14% | 22 |
|
|
2021
Q2 | $539K | Buy |
6,745
+120
| +2% | +$9.59K | 0.13% | 22 |
|
|
2021
Q1 | $489K | Buy |
6,625
+720
| +12% | +$53.1K | 0.13% | 21 |
|
|
2020
Q4 | $420K | Buy |
+5,905
| New | +$420K | 0.12% | 21 |
|