WU
Wealthsimple US’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $24.4M | Sell |
331,046
-7,034
| -2% | -$519K | 14.46% | 2 |
|
|
2020
Q4 | $23.7M | Buy |
338,080
+9,510
| +3% | +$667K | 12.98% | 3 |
|
|
2020
Q3 | $20.3M | Buy |
328,570
+24,031
| +8% | +$1.49M | 13.53% | 3 |
|
|
2020
Q2 | $17.2M | Buy |
304,539
+11,418
| +4% | +$644K | 13.06% | 2 |
|
|
2020
Q1 | $13.4M | Buy |
+293,121
| New | +$13.4M | 11.78% | 2 |
|