RSWM
Robertson Stephens Wealth 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 | $1.58M | Sell |
14,403
-44
| -0.3% | -$4.82K | 0.05% | 212 |
|
|
2025
Q1 | $1.42M | Sell |
14,447
-20
| -0.1% | -$1.96K | 0.05% | 221 |
|
|
2024
Q4 | $1.52M | Sell |
14,467
-254
| -2% | -$26.6K | 0.05% | 220 |
|
|
2024
Q3 | $1.5M | Buy |
14,721
+5,618
| +62% | +$571K | 0.05% | 231 |
|
|
2024
Q2 | $879K | Buy |
9,103
+953
| +12% | +$92.1K | 0.04% | 241 |
|
|
2024
Q1 | $759K | Hold |
8,150
| – | – | 0.04% | 274 |
|
|
2023
Q4 | $693K | Hold |
8,150
| – | – | 0.04% | 262 |
|
|
2023
Q3 | $613K | Sell |
8,150
-4,910
| -38% | -$369K | 0.04% | 273 |
|
|
2023
Q2 | $1.02M | Sell |
13,060
-12,160
| -48% | -$953K | 0.07% | 190 |
|
|
2023
Q1 | $1.81M | Hold |
25,220
| – | – | 0.14% | 134 |
|
|
2022
Q4 | $1.66M | Buy |
+25,220
| New | +$1.66M | 0.16% | 128 |
|