Balanced Rock Investment Advisors’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 | $1.27M | Sell |
11,544
-3
| -0% | -$329 | 0.99% | 33 |
|
|
2025
Q1 | $1.13M | Sell |
11,547
-571
| -5% | -$55.9K | 0.9% | 29 |
|
|
2024
Q4 | $1.27M | Sell |
12,118
-731
| -6% | -$76.7K | 1.01% | 28 |
|
|
2024
Q3 | $1.31M | Sell |
12,849
-1,201
| -9% | -$122K | 1.02% | 28 |
|
|
2024
Q2 | $1.36M | Sell |
14,050
-173
| -1% | -$16.7K | 1.14% | 27 |
|
|
2024
Q1 | $1.33M | Buy |
14,223
+1,532
| +12% | +$143K | 1.13% | 28 |
|
|
2023
Q4 | $1.08M | Buy |
+12,691
| New | +$1.08M | 0.96% | 24 |
|