VAFP
Vahanian & Associates Financial Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $483K | Buy |
12,360
+667
| +6% | +$26.1K | 1.91% | 17 |
|
|
2023
Q3 | $407K | Sell |
11,693
-63
| -0.5% | -$2.19K | 1.31% | 26 |
|
|
2023
Q2 | $435K | Buy |
11,756
+675
| +6% | +$25K | 1.37% | 25 |
|
|
2023
Q1 | $392K | Sell |
11,081
-212
| -2% | -$7.51K | 1.09% | 32 |
|
|
2022
Q4 | $386K | Buy |
11,293
+174
| +2% | +$5.95K | 1.26% | 31 |
|
|
2022
Q3 | $357K | Sell |
11,119
-1,036
| -9% | -$33.3K | 1.23% | 33 |
|
|
2022
Q2 | $399K | Sell |
12,155
-53
| -0.4% | -$1.74K | 1.72% | 19 |
|
|
2022
Q1 | $486K | Buy |
12,208
+2,408
| +25% | +$95.9K | 1.12% | 25 |
|
|
2021
Q4 | $412K | Buy |
+9,800
| New | +$412K | 0.33% | 85 |
|