P.J. Schmidt Investment Management (PJS)’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 | $501K | Sell |
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|
2025
Q1 | $651K | Sell |
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|
2024
Q4 | $702K | Sell |
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|
2024
Q3 | $720K | Buy |
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|
2024
Q2 | $656K | Sell |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $521K | Buy |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $355K | Buy |
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|
2022
Q4 | $216K | Buy |
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|
2022
Q3 | $209K | Buy |
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