Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $599K | Hold |
7,488
| – | – | 0.22% | 60 |
|
|
2021
Q1 | $552K | Hold |
7,488
| – | – | 0.21% | 64 |
|
|
2020
Q4 | $525K | Buy |
7,488
+208
| +3% | +$14.6K | 0.23% | 64 |
|
|
2020
Q3 | $450K | Buy |
7,280
+2,103
| +41% | +$130K | 0.22% | 63 |
|
|
2020
Q2 | $292K | Hold |
5,177
| – | – | 0.17% | 71 |
|
|
2020
Q1 | $237K | Buy |
+5,177
| New | +$237K | 0.18% | 67 |
|