LPAM
Lodestar Private Asset Management’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 | $543K | Sell |
4,949
-117
| -2% | -$12.8K | 0.06% | 136 |
|
|
2025
Q1 | $496K | Buy |
5,066
+4
| +0.1% | +$392 | 0.06% | 139 |
|
|
2024
Q4 | $531K | Buy |
5,062
+3
| +0.1% | +$315 | 0.07% | 135 |
|
|
2024
Q3 | $514K | Buy |
5,059
+384
| +8% | +$39K | 0.07% | 136 |
|
|
2024
Q2 | $452K | Buy |
4,675
+4
| +0.1% | +$386 | 0.06% | 139 |
|
|
2024
Q1 | $435K | Buy |
4,671
+3
| +0.1% | +$280 | 0.06% | 140 |
|
|
2023
Q4 | $397K | Buy |
4,668
+520
| +13% | +$44.2K | 0.06% | 142 |
|
|
2023
Q3 | $312K | Sell |
4,148
-2,616
| -39% | -$197K | 0.05% | 150 |
|
|
2023
Q2 | $530K | Buy |
6,764
+774
| +13% | +$60.6K | 0.09% | 123 |
|
|
2023
Q1 | $430K | Buy |
5,990
+769
| +15% | +$55.1K | 0.08% | 133 |
|
|
2022
Q4 | $344K | Buy |
+5,221
| New | +$344K | 0.07% | 148 |
|