Halbert Hargrove Global Advisors’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 | $683K | Buy |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $901K | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $991K | Sell |
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|
2024
Q1 | $994K | Sell |
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|
2023
Q4 | $908K | Sell |
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|
2023
Q3 | $828K | Sell |
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|
2023
Q2 | $893K | Sell |
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|
2023
Q1 | $854K | Sell |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $897K | Sell |
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|
2022
Q2 | $947K | Buy |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $963K | Sell |
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|
2021
Q3 | $882K | Buy |
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|
2021
Q2 | $880K | Sell |
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|
2021
Q1 | $822K | Buy |
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|
2020
Q4 | $780K | Sell |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $1.11M | Buy |
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|
2020
Q1 | $862K | Buy |
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