Strategic Wealth Management Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$599K Hold
2021
Q1
$552K Hold
2020
Q4
$525K Buy
2020
Q3
$450K Buy
2020
Q2
$292K Hold
2020
Q1
$237K Buy