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Jacobson & Schmitt Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jacobson & Schmitt Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-32,455
Closed -$3.02M – 72
2024
Q1 		$3.02M Hold
32,455
– – 0.72% 36
2023
Q4 		$2.76M Buy
+32,455
New +$2.76M 0.7% 36