VWA
V Wealth Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-46,697
| Closed | -$1.72M | – | 420 |
|
|
2022
Q1 | $1.72M | Buy |
46,697
+38,887
| +498% | +$1.43M | 0.27% | 83 |
|
|
2021
Q4 | $310K | Sell |
7,810
-1,890
| -19% | -$75K | 0.05% | 352 |
|
|
2021
Q3 | $402K | Sell |
9,700
-2,186
| -18% | -$90.6K | 0.06% | 302 |
|
|
2021
Q2 | $537K | Buy |
11,886
+3,171
| +36% | +$143K | 0.09% | 258 |
|
|
2021
Q1 | $377K | Buy |
8,715
+1,183
| +16% | +$51.2K | 0.07% | 302 |
|
|
2020
Q4 | $316K | Sell |
7,532
-471
| -6% | -$19.8K | 0.07% | 297 |
|
|
2020
Q3 | $285K | Sell |
8,003
-15,577
| -66% | -$555K | 0.2% | 131 |
|
|
2020
Q2 | $756K | Buy |
23,580
+14,850
| +170% | +$476K | 0.2% | 127 |
|
|
2020
Q1 | $239K | Buy |
+8,730
| New | +$239K | 0.07% | 261 |
|