Values Added Financial’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$628K Buy
12,806
+3,881
+43% +$190K 0.3% 61
2025
Q1
$391K Buy
8,925
+1,376
+18% +$60.3K 0.22% 80
2024
Q4
$343K Buy
7,549
+394
+6% +$17.9K 0.2% 84
2024
Q3
$331K Buy
7,155
+2,137
+43% +$98.9K 0.21% 74
2024
Q2
$220K Hold
5,018
0.16% 87
2024
Q1
$217K Buy
+5,018
New +$217K 0.17% 84