JIC
Joel Isaacson & Co’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
11,195
+11
| +0.1% | +$1.21K | 0.05% | 149 |
|
|
2025
Q1 | $1.1M | Buy |
11,184
+32
| +0.3% | +$3.14K | 0.05% | 150 |
|
|
2024
Q4 | $1.17M | Buy |
11,152
+780
| +8% | +$81.8K | 0.05% | 135 |
|
|
2024
Q3 | $1.05M | Buy |
10,372
+30
| +0.3% | +$3.05K | 0.05% | 138 |
|
|
2024
Q2 | $999K | Buy |
10,342
+257
| +3% | +$24.8K | 0.05% | 135 |
|
|
2024
Q1 | $940K | Buy |
10,085
+24
| +0.2% | +$2.24K | 0.05% | 141 |
|
|
2023
Q4 | $856K | Buy |
10,061
+1,596
| +19% | +$136K | 0.05% | 140 |
|
|
2023
Q3 | $637K | Buy |
8,465
+669
| +9% | +$50.3K | 0.04% | 160 |
|
|
2023
Q2 | $611K | Buy |
7,796
+21
| +0.3% | +$1.65K | 0.04% | 165 |
|
|
2023
Q1 | $558K | Buy |
7,775
+544
| +8% | +$39K | 0.04% | 174 |
|
|
2022
Q4 | $476K | Buy |
7,231
+2,274
| +46% | +$150K | 0.04% | 185 |
|
|
2022
Q3 | $312K | Buy |
+4,957
| New | +$312K | 0.03% | 221 |
|