Vahanian & Associates Financial Planning’s Nuveen ESG US Aggregate Bond ETF NUBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,693
| Closed | -$373K | – | 75 |
|
|
2023
Q1 | $373K | Buy |
16,693
+162
| +1% | +$3.62K | 1.04% | 35 |
|
|
2022
Q4 | $360K | Buy |
16,531
+57
| +0.3% | +$1.24K | 1.18% | 35 |
|
|
2022
Q3 | $357K | Sell |
16,474
-1,578
| -9% | -$34.2K | 1.23% | 32 |
|
|
2022
Q2 | $413K | Sell |
18,052
-392
| -2% | -$8.97K | 1.78% | 18 |
|
|
2022
Q1 | $445K | Sell |
18,444
-1,003
| -5% | -$24.2K | 1.03% | 26 |
|
|
2021
Q4 | $499K | Buy |
+19,447
| New | +$499K | 0.4% | 67 |
|