Cozad Asset Management’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 | $890K | Hold |
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|
2025
Q2 | $824K | Sell |
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|
2025
Q1 | $757K | Hold |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $805K | Hold |
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|
2024
Q2 | $765K | Hold |
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|
2024
Q1 | $738K | Sell |
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|
2023
Q4 | $741K | Hold |
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|
2023
Q3 | $655K | Sell |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $672K | Hold |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q2 | $348K | Buy |
|