Veritable’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-54,663
| Closed | -$4.28M | – | 266 |
|
|
2023
Q2 | $4.28M | Sell |
54,663
-100
| -0.2% | -$7.84K | 0.07% | 140 |
|
|
2023
Q1 | $3.93M | Buy |
54,763
+1
| +0% | +$72 | 0.06% | 147 |
|
|
2022
Q4 | $3.61M | Buy |
54,762
+22,033
| +67% | +$1.45M | 0.06% | 156 |
|
|
2022
Q3 | $2.06M | Buy |
32,729
+13,564
| +71% | +$853K | 0.04% | 214 |
|
|
2022
Q2 | $1.27M | Sell |
19,165
-6,664
| -26% | -$443K | 0.02% | 320 |
|
|
2022
Q1 | $2.09M | Buy |
25,829
+304
| +1% | +$24.6K | 0.03% | 248 |
|
|
2021
Q4 | $2.24M | Buy |
25,525
+7,860
| +44% | +$691K | 0.03% | 238 |
|
|
2021
Q3 | $1.41M | Sell |
17,665
-10,064
| -36% | -$806K | 0.02% | 306 |
|
|
2021
Q2 | $2.22M | Sell |
27,729
-1,113
| -4% | -$89K | 0.04% | 228 |
|
|
2021
Q1 | $2.13M | Buy |
28,842
+3,557
| +14% | +$262K | 0.04% | 221 |
|
|
2020
Q4 | $1.77M | Buy |
25,285
+3,055
| +14% | +$214K | 0.03% | 231 |
|
|
2020
Q3 | $1.37M | Hold |
22,230
| – | – | 0.03% | 254 |
|
|
2020
Q2 | $1.25M | Sell |
22,230
-1,505
| -6% | -$84.9K | 0.03% | 260 |
|
|
2020
Q1 | $1.09M | Buy |
+23,735
| New | +$1.09M | 0.03% | 282 |
|