Raymond James Trust’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
2024
Q3
$521K Hold
2024
Q2
$495K Hold
2024
Q1
$477K Hold
2023
Q4
$436K Hold
2023
Q3
$385K Hold
2023
Q2
$401K Sell
2023
Q1
$379K Sell
2022
Q4
$366K Buy
2022
Q3
$343K Hold
2022
Q2
$362K Hold
2022
Q1
$443K Buy