W Advisors LLC’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
Q1 | – | Sell |
-6,021
| Closed | -$397K | – | 105 |
|
|
2022
Q4 | $397K | Buy |
+6,021
| New | +$397K | 0.33% | 72 |
|
|
2022
Q2 | – | Sell |
-5,254
| Closed | -$426K | – | 108 |
|
|
2022
Q1 | $426K | Sell |
5,254
-2,228
| -30% | -$181K | 0.32% | 68 |
|
|
2021
Q4 | $658K | Buy |
+7,482
| New | +$658K | 0.49% | 49 |
|