Turtle Creek 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
2024
Q3
Sell
-806
Closed -$77.8K 181
2024
Q2
$77.8K Buy
806
+15
+2% +$1.45K 0.02% 171
2024
Q1
$73.7K Buy
+791
New +$73.7K 0.02% 161