Wescott Financial Advisory Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
20,244
+3,500
| +21% | +$147K | 0.08% | 97 |
|
|
2025
Q1 | $678K | Sell |
16,744
-53
| -0.3% | -$2.15K | 0.07% | 98 |
|
|
2024
Q4 | $661K | Buy |
16,797
+1,982
| +13% | +$78K | 0.07% | 103 |
|
|
2024
Q3 | $618K | Sell |
14,815
-295
| -2% | -$12.3K | 0.07% | 102 |
|
|
2024
Q2 | $571K | Buy |
15,110
+4,942
| +49% | +$187K | 0.07% | 108 |
|
|
2024
Q1 | $395K | Sell |
10,168
-896
| -8% | -$34.8K | 0.05% | 120 |
|
|
2023
Q4 | $397K | Buy |
11,064
+636
| +6% | +$22.8K | 0.06% | 116 |
|
|
2023
Q3 | $350K | Buy |
10,428
+1,683
| +19% | +$56.5K | 0.06% | 117 |
|
|
2023
Q2 | $303K | Buy |
8,745
+606
| +7% | +$21K | 0.05% | 131 |
|
|
2023
Q1 | $277K | Buy |
8,139
+85
| +1% | +$2.9K | 0.06% | 128 |
|
|
2022
Q4 | $276K | Sell |
8,054
-1,594
| -17% | -$54.6K | 0.06% | 128 |
|
|
2022
Q3 | $298K | Buy |
9,648
+368
| +4% | +$11.4K | 0.08% | 113 |
|
|
2022
Q2 | $310K | Buy |
9,280
+1,790
| +24% | +$59.8K | 0.08% | 107 |
|
|
2022
Q1 | $285K | Buy |
7,490
+795
| +12% | +$30.3K | 0.07% | 106 |
|
|
2021
Q4 | $260K | Buy |
6,695
+1,172
| +21% | +$45.5K | 0.13% | 59 |
|
|
2021
Q3 | $207K | Buy |
+5,523
| New | +$207K | 0.12% | 65 |
|