Buckingham Capital Management (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $274K | Hold |
2,617
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $266K | Sell |
2,617
-2
| -0.1% | -$203 | 0.03% | 126 |
|
|
2024
Q2 | $253K | Sell |
2,619
-129
| -5% | -$12.5K | 0.03% | 124 |
|
|
2024
Q1 | $256K | Buy |
2,748
+205
| +8% | +$19.1K | 0.03% | 118 |
|
|
2023
Q4 | $216K | Buy |
+2,543
| New | +$216K | 0.03% | 112 |
|
|
2023
Q3 | – | Sell |
-2,555
| Closed | -$200K | – | 114 |
|
|
2023
Q2 | $200K | Buy |
+2,555
| New | +$200K | 0.03% | 110 |
|
|
2021
Q1 | – | Sell |
-3,063
| Closed | -$215K | – | 121 |
|
|
2020
Q4 | $215K | Buy |
+3,063
| New | +$215K | 0.04% | 112 |
|