LRIA
Leonard Rickey Investment Advisors’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 | $1.72M | Sell |
15,673
-1,674
| -10% | -$184K | 0.34% | 33 |
|
|
2025
Q1 | $1.64M | Buy |
17,347
+2,109
| +14% | +$199K | 0.35% | 31 |
|
|
2024
Q4 | $1.6M | Sell |
15,238
-970
| -6% | -$102K | 0.37% | 29 |
|
|
2024
Q3 | $1.65M | Sell |
16,208
-334
| -2% | -$34K | 0.37% | 31 |
|
|
2024
Q2 | $1.6M | Sell |
16,542
-357
| -2% | -$34.5K | 0.38% | 31 |
|
|
2024
Q1 | $1.57M | Sell |
16,899
-235
| -1% | -$21.9K | 0.41% | 30 |
|
|
2023
Q4 | $1.46M | Buy |
17,134
+293
| +2% | +$24.9K | 0.43% | 29 |
|
|
2023
Q3 | $1.27M | Buy |
16,841
+450
| +3% | +$33.8K | 0.41% | 29 |
|
|
2023
Q2 | $1.28M | Sell |
16,391
-451
| -3% | -$35.3K | 0.48% | 26 |
|
|
2023
Q1 | $1.21M | Buy |
16,842
+220
| +1% | +$15.8K | 0.47% | 25 |
|
|
2022
Q4 | $1.09M | Buy |
16,622
+135
| +0.8% | +$8.89K | 0.46% | 24 |
|
|
2022
Q3 | $1.04M | Buy |
16,487
+48
| +0.3% | +$3.02K | 0.49% | 24 |
|
|
2022
Q2 | $1.09M | Buy |
16,439
+396
| +2% | +$26.3K | 0.48% | 25 |
|
|
2022
Q1 | $1.3M | Buy |
16,043
+1,485
| +10% | +$120K | 0.5% | 25 |
|
|
2021
Q4 | $1.28M | Buy |
14,558
+1,888
| +15% | +$166K | 0.47% | 27 |
|
|
2021
Q3 | $1.01M | Buy |
12,670
+391
| +3% | +$31.3K | 0.43% | 28 |
|
|
2021
Q2 | $999K | Sell |
12,279
-12,645
| -51% | -$1.03M | 0.43% | 27 |
|
|
2021
Q1 | $1.84M | Buy |
24,924
+2,252
| +10% | +$166K | 0.74% | 16 |
|
|
2020
Q4 | $1.59M | Buy |
22,672
+13,102
| +137% | +$919K | 0.72% | 18 |
|
|
2020
Q3 | $592K | Sell |
9,570
-238
| -2% | -$14.7K | 0.37% | 32 |
|
|
2020
Q2 | $553K | Sell |
9,808
-866
| -8% | -$48.8K | 0.36% | 32 |
|
|
2020
Q1 | $489K | Buy |
10,674
+61
| +0.6% | +$2.8K | 0.38% | 31 |
|
|
2019
Q4 | $600K | Buy |
10,613
+6,554
| +161% | +$371K | 0.36% | 34 |
|
|
2019
Q3 | $211K | Buy |
+4,059
| New | +$211K | 0.14% | 73 |
|