TWA
TCI Wealth 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 | $215K | Buy |
+1,963
| New | +$215K | 0.01% | 228 |
|
|
2023
Q2 | – | Sell |
-1,511
| Closed | -$108K | – | 848 |
|
|
2023
Q1 | $108K | Buy |
1,511
+173
| +13% | +$12.4K | 0.01% | 271 |
|
|
2022
Q4 | $88.1K | Hold |
1,338
| – | – | 0.01% | 288 |
|
|
2022
Q3 | $84K | Hold |
1,338
| – | – | 0.01% | 273 |
|
|
2022
Q2 | $89K | Hold |
1,338
| – | – | 0.01% | 264 |
|
|
2022
Q1 | $108K | Buy |
1,338
+136
| +11% | +$11K | 0.02% | 250 |
|
|
2021
Q4 | $106K | Hold |
1,202
| – | – | 0.02% | 255 |
|
|
2021
Q3 | $96K | Buy |
1,202
+361
| +43% | +$28.8K | 0.01% | 276 |
|
|
2021
Q2 | $67K | Hold |
841
| – | – | 0.01% | 320 |
|
|
2021
Q1 | $62K | Hold |
841
| – | – | 0.03% | 296 |
|
|
2020
Q4 | $59K | Buy |
+841
| New | +$59K | 0.03% | 283 |
|