Joel Isaacson & Co’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
Q2
$1.23M Buy
2025
Q1
$1.1M Buy
2024
Q4
$1.17M Buy
2024
Q3
$1.05M Buy
2024
Q2
$999K Buy
2024
Q1
$940K Buy
2023
Q4
$856K Buy
2023
Q3
$637K Buy
2023
Q2
$611K Buy
2023
Q1
$558K Buy
2022
Q4
$476K Buy
2022
Q3
$312K Buy