RZH
Relyea Zuckerberg Hanson’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 | $7.19M | Sell |
65,602
-2,589
| -4% | -$284K | 0.84% | 26 |
|
|
2025
Q1 | $6.68M | Buy |
68,191
+2,475
| +4% | +$242K | 0.9% | 22 |
|
|
2024
Q4 | $6.89M | Buy |
65,716
+1,752
| +3% | +$184K | 0.93% | 24 |
|
|
2024
Q3 | $6.5M | Buy |
63,964
+11,581
| +22% | +$1.18M | 0.99% | 21 |
|
|
2024
Q2 | $5.06M | Buy |
52,383
+2,411
| +5% | +$233K | 0.85% | 23 |
|
|
2024
Q1 | $4.66M | Buy |
49,972
+10,392
| +26% | +$968K | 0.82% | 24 |
|
|
2023
Q4 | $3.37M | Sell |
39,580
-3,042
| -7% | -$259K | 0.66% | 27 |
|
|
2023
Q3 | $3.21M | Buy |
42,622
+23,148
| +119% | +$1.74M | 0.73% | 26 |
|
|
2023
Q2 | $1.53M | Buy |
19,474
+9,013
| +86% | +$706K | 0.34% | 44 |
|
|
2023
Q1 | $750K | Buy |
10,461
+5,009
| +92% | +$359K | 0.18% | 78 |
|
|
2022
Q4 | $359K | Sell |
5,452
-24,247
| -82% | -$1.6M | 0.1% | 118 |
|
|
2022
Q3 | $1.87M | Buy |
29,699
+23,049
| +347% | +$1.45M | 0.67% | 27 |
|
|
2022
Q2 | $442K | Sell |
6,650
-12,405
| -65% | -$825K | 0.16% | 92 |
|
|
2022
Q1 | $1.51M | Buy |
+19,055
| New | +$1.51M | 0.49% | 34 |
|