tru Independence’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$810K | – | 187 |
|
|
2022
Q1 | $810K | Hold |
10,000
| – | – | 0.22% | 79 |
|
|
2021
Q4 | $879K | Hold |
10,000
| – | – | 0.24% | 76 |
|
|
2021
Q3 | $800K | Hold |
10,000
| – | – | 0.22% | 78 |
|
|
2021
Q2 | $799K | Hold |
10,000
| – | – | 0.24% | 67 |
|
|
2021
Q1 | $771K | Hold |
10,000
| – | – | 0.15% | 141 |
|
|
2020
Q4 | $702K | Buy |
+10,000
| New | +$702K | 1.27% | 15 |
|
|
2020
Q3 | – | Sell |
-5,000
| Closed | -$282 | – | 494 |
|
|
2020
Q2 | $282 | Buy |
+5,000
| New | +$282 | 0.04% | 215 |
|