RLIM
Red Lighthouse Investment 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 | $129K | Sell |
1,173
-403
| -26% | -$44.2K | 0.05% | 84 |
|
|
2025
Q1 | $147K | Buy |
1,576
+403
| +34% | +$37.6K | 0.06% | 72 |
|
|
2024
Q4 | $123K | Hold |
1,173
| – | – | 0.05% | 82 |
|
|
2024
Q3 | $119K | Sell |
1,173
-403
| -26% | -$41K | 0.05% | 81 |
|
|
2024
Q2 | $152K | Hold |
1,576
| – | – | 0.06% | 72 |
|
|
2024
Q1 | $147K | Hold |
1,576
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $134K | Buy |
+1,576
| New | +$134K | 0.06% | 73 |
|
|
2023
Q3 | – | Sell |
-1,576
| Closed | -$123K | – | 95 |
|
|
2023
Q2 | $123K | Hold |
1,576
| – | – | 0.06% | 70 |
|
|
2023
Q1 | $113K | Sell |
1,576
-704
| -31% | -$50.5K | 0.05% | 71 |
|
|
2022
Q4 | $150K | Buy |
+2,280
| New | +$150K | 0.08% | 69 |
|