Armbruster Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
21,489
+1,049
| +5% | +$115K | 0.43% | 38 |
|
|
2025
Q1 | $2M | Buy |
20,440
+68
| +0.3% | +$6.66K | 0.4% | 39 |
|
|
2024
Q4 | $2.14M | Sell |
20,372
-260
| -1% | -$27.3K | 0.43% | 37 |
|
|
2024
Q3 | $2.1M | Buy |
20,632
+13,695
| +197% | +$1.39M | 0.42% | 35 |
|
|
2024
Q2 | $670K | Hold |
6,937
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $646K | Sell |
6,937
-355
| -5% | -$33.1K | 0.14% | 60 |
|
|
2023
Q4 | $620K | Hold |
7,292
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $549K | Sell |
7,292
-3
| -0% | -$226 | 0.14% | 59 |
|
|
2023
Q2 | $572K | Hold |
7,295
| – | – | 0.14% | 58 |
|
|
2023
Q1 | $523K | Hold |
7,295
| – | – | 0.13% | 63 |
|
|
2022
Q4 | $480K | Buy |
7,295
+925
| +15% | +$60.9K | 0.12% | 67 |
|
|
2022
Q3 | $401K | Buy |
6,370
+1,870
| +42% | +$118K | 0.11% | 76 |
|
|
2022
Q2 | $299K | Buy |
+4,500
| New | +$299K | 0.08% | 92 |
|
|
2022
Q1 | – | Sell |
-3,050
| Closed | -$268K | – | 129 |
|
|
2021
Q4 | $268K | Buy |
+3,050
| New | +$268K | 0.06% | 109 |
|