Johnson Bixby & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
16,540
-734
| -4% | -$80.5K | 0.25% | 35 |
|
|
2025
Q1 | $1.69M | Sell |
17,274
-3,051
| -15% | -$299K | 0.25% | 35 |
|
|
2024
Q4 | $2.13M | Buy |
20,325
+588
| +3% | +$61.7K | 0.33% | 31 |
|
|
2024
Q3 | $2.01M | Buy |
19,737
+379
| +2% | +$38.5K | 0.31% | 34 |
|
|
2024
Q2 | $1.87M | Sell |
19,358
-544
| -3% | -$52.6K | 0.31% | 31 |
|
|
2024
Q1 | $1.85M | Buy |
19,902
+1,366
| +7% | +$127K | 0.32% | 32 |
|
|
2023
Q4 | $1.58M | Sell |
18,536
-54
| -0.3% | -$4.59K | 0.3% | 35 |
|
|
2023
Q3 | $1.4M | Sell |
18,590
-1,178
| -6% | -$88.6K | 0.29% | 36 |
|
|
2023
Q2 | $1.55M | Buy |
19,768
+1,996
| +11% | +$156K | 0.32% | 36 |
|
|
2023
Q1 | $1.27M | Buy |
17,772
+622
| +4% | +$44.6K | 0.28% | 39 |
|
|
2022
Q4 | $1.13M | Buy |
17,150
+1,923
| +13% | +$127K | 0.26% | 39 |
|
|
2022
Q3 | $958K | Buy |
15,227
+2,084
| +16% | +$131K | 0.24% | 42 |
|
|
2022
Q2 | $873K | Buy |
13,143
+3,066
| +30% | +$204K | 0.21% | 42 |
|
|
2022
Q1 | $817K | Buy |
10,077
+5,868
| +139% | +$476K | 0.21% | 38 |
|
|
2021
Q4 | $370K | Buy |
+4,209
| New | +$370K | 0.1% | 62 |
|