PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $501K | Sell |
4,570
-2,073
| -31% | -$227K | 0.09% | 118 |
|
|
2025
Q1 | $651K | Sell |
6,643
-52
| -0.8% | -$5.09K | 0.12% | 94 |
|
|
2024
Q4 | $702K | Sell |
6,695
-392
| -6% | -$41.1K | 0.12% | 91 |
|
|
2024
Q3 | $720K | Buy |
7,087
+297
| +4% | +$30.2K | 0.12% | 91 |
|
|
2024
Q2 | $656K | Sell |
6,790
-207
| -3% | -$20K | 0.12% | 92 |
|
|
2024
Q1 | $652K | Buy |
6,997
+1,024
| +17% | +$95.4K | 0.12% | 89 |
|
|
2023
Q4 | $521K | Buy |
5,973
+1,336
| +29% | +$116K | 0.1% | 103 |
|
|
2023
Q3 | $347K | Buy |
4,637
+253
| +6% | +$18.9K | 0.07% | 129 |
|
|
2023
Q2 | $353K | Sell |
4,384
-552
| -11% | -$44.5K | 0.07% | 129 |
|
|
2023
Q1 | $355K | Buy |
4,936
+1,650
| +50% | +$119K | 0.07% | 132 |
|
|
2022
Q4 | $216K | Buy |
3,286
+77
| +2% | +$5.07K | 0.05% | 163 |
|
|
2022
Q3 | $209K | Buy |
+3,209
| New | +$209K | 0.05% | 161 |
|