WFAG
Wescott Financial Advisory Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
11,786
+1,607
| +16% | +$151K | 0.11% | 83 |
|
|
2025
Q1 | $797K | Sell |
10,179
-547
| -5% | -$42.8K | 0.08% | 89 |
|
|
2024
Q4 | $921K | Buy |
10,726
+770
| +8% | +$66.1K | 0.1% | 85 |
|
|
2024
Q3 | $823K | Sell |
9,956
-34
| -0.3% | -$2.81K | 0.09% | 88 |
|
|
2024
Q2 | $811K | Buy |
9,990
+2,518
| +34% | +$204K | 0.09% | 89 |
|
|
2024
Q1 | $570K | Sell |
7,472
-366
| -5% | -$27.9K | 0.07% | 103 |
|
|
2023
Q4 | $545K | Buy |
7,838
+316
| +4% | +$22K | 0.08% | 98 |
|
|
2023
Q3 | $451K | Buy |
7,522
+844
| +13% | +$50.6K | 0.08% | 103 |
|
|
2023
Q2 | $415K | Buy |
6,678
+243
| +4% | +$15.1K | 0.07% | 106 |
|
|
2023
Q1 | $359K | Sell |
6,435
-1,759
| -21% | -$98K | 0.08% | 115 |
|
|
2022
Q4 | $401K | Buy |
8,194
+1,998
| +32% | +$97.7K | 0.09% | 102 |
|
|
2022
Q3 | $286K | Buy |
6,196
+267
| +5% | +$12.3K | 0.08% | 116 |
|
|
2022
Q2 | $286K | Buy |
5,929
+1,240
| +26% | +$59.8K | 0.08% | 112 |
|
|
2022
Q1 | $285K | Buy |
4,689
+724
| +18% | +$44K | 0.07% | 105 |
|
|
2021
Q4 | $272K | Buy |
3,965
+638
| +19% | +$43.8K | 0.14% | 57 |
|
|
2021
Q3 | $218K | Buy |
+3,327
| New | +$218K | 0.12% | 64 |
|