YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$237K | 0.08% | 178 |
|