CBIZ Investment Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $59.6K | Hold |
|
|||||
|
2025
Q2 | $55.1K | Buy |
|
|||||
|
2025
Q1 | $49K | Sell |
|
|||||
|
2024
Q4 | $52.7K | Hold |
|
|||||
|
2024
Q3 | $51K | Buy |
|
|||||
|
2024
Q2 | $6.57K | Sell |
|
|||||
|
2024
Q1 | $6.15M | Sell |
|
|||||
|
2023
Q4 | $5.62M | Sell |
|
|||||
|
2023
Q3 | $7.04M | Hold |
|
|||||
|
2023
Q2 | $7.39M | Hold |
|
|||||
|
2023
Q1 | $6.76M | Buy |
|
|||||
|
2022
Q4 | $5.27M | Hold |
|
|||||
|
2022
Q3 | $5.03M | Buy |
|
|||||
|
2021
Q4 | – | Hold |
|
|||||
|
2021
Q3 | – | Hold |
|
|||||
|
2021
Q2 | – | Hold |
|
|||||
|
2021
Q1 | – | Hold |
|