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YorkBridge Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

YorkBridge Wealth Partners’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$222K Hold
3,375
– – 0.06% 238
2022
Q3 		$212K Hold
3,375
– – 0.05% 257
2022
Q2 		$224K Hold
3,375
– – 0.06% 252
2022
Q1 		$274K Hold
3,375
– – 0.06% 248
2021
Q4 		$297K Hold
3,375
– – 0.07% 231
2021
Q3 		$270K Hold
3,375
– – 0.07% 226
2021
Q2 		$270K Hold
3,375
– – 0.07% 220
2021
Q1 		$249K Hold
3,375
– – 0.07% 220
2020
Q4 		$237K Buy
+3,375
New +$223K 0.08% 178

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