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Engine No 1 Etf Trust shares owned by Phoenix Wealth Advisors

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Phoenix Wealth Advisors from 13F filings

Historical chart of Phoenix Wealth Advisors investment in Engine No 1 Etf Trust

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All positions including Engine No 1 Etf Trust held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Phoenix Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.4M 51k 67.04
2024-06-30 $3.3M 53k 63.58
2024-03-31 $3.3M 54k 61.25
2023-12-31 $3.0M 54k 55.21
2023-09-30 $1.5M 31k 49.88
2023-06-30 $1.6M 31k 51.60
2023-03-31 $1.5M 32k 47.59
2022-12-31 $1.4M 31k 44.22
2022-09-30 $1.4M 34k 41.59
2022-06-30 $1.6M 36k 43.78
2022-03-31 $1.8M 35k 52.19
2021-12-31 $1.6M 29k 55.95
2021-09-30 $15k 300 50.00