RAM Investment Partners’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 | $535K | Hold |
4,878
| – | – | 0.11% | 55 |
|
|
2025
Q1 | $478K | Hold |
4,878
| – | – | 0.12% | 55 |
|
|
2024
Q4 | $512K | Hold |
4,878
| – | – | 0.13% | 50 |
|
|
2024
Q3 | $496K | Hold |
4,878
| – | – | 0.13% | 50 |
|
|
2024
Q2 | $471K | Hold |
4,878
| – | – | 0.14% | 46 |
|
|
2024
Q1 | $455K | Hold |
4,878
| – | – | 0.14% | 43 |
|
|
2023
Q4 | $415K | Hold |
4,878
| – | – | 0.14% | 41 |
|
|
2023
Q3 | $367K | Hold |
4,878
| – | – | 0.16% | 36 |
|
|
2023
Q2 | $382K | Hold |
4,878
| – | – | 0.16% | 37 |
|
|
2023
Q1 | $350K | Sell |
4,878
-1,337
| -22% | -$95.9K | 0.19% | 34 |
|
|
2022
Q4 | $409K | Buy |
+6,215
| New | +$409K | 0.25% | 33 |
|