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Tiedemann Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $581K | Buy |
7,730
+1,295
| +20% | +$97.4K | 0.02% | 159 |
|
|
2023
Q2 | $504K | Hold |
6,435
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $461K | Buy |
+6,435
| New | +$461K | 0.02% | 157 |
|
|
2022
Q2 | – | Sell |
-20,623
| Closed | -$1.67M | – | 256 |
|
|
2022
Q1 | $1.67M | Buy |
20,623
+10,952
| +113% | +$888K | 0.08% | 104 |
|
|
2021
Q4 | $850K | Buy |
+9,671
| New | +$850K | 0.04% | 155 |
|
|
2020
Q4 | – | Sell |
-53,535
| Closed | -$3.31M | – | 328 |
|
|
2020
Q3 | $3.31M | Buy |
+53,535
| New | +$3.31M | 0.16% | 86 |
|