Roble Belko & Company’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 | $46K | Buy |
422
+17
| +4% | +$1.85K | 0.01% | 178 |
|
|
2025
Q1 | $40K | Buy |
405
+14
| +4% | +$1.38K | 0.01% | 182 |
|
|
2024
Q4 | $41K | Hold |
391
| – | – | 0.01% | 178 |
|
|
2024
Q3 | $40K | Hold |
391
| – | – | 0.01% | 176 |
|
|
2024
Q2 | $38K | Hold |
391
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $36K | Hold |
391
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $33K | Hold |
391
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $29K | Hold |
391
| – | – | 0.01% | 165 |
|
|
2023
Q2 | $31K | Sell |
391
-39
| -9% | -$3.09K | 0.01% | 163 |
|
|
2023
Q1 | $31K | Hold |
430
| – | – | 0.01% | 172 |
|
|
2022
Q4 | $28K | Sell |
430
-220
| -34% | -$14.3K | 0.01% | 188 |
|
|
2022
Q3 | $41K | Hold |
650
| – | – | 0.01% | 155 |
|
|
2022
Q2 | $43K | Buy |
650
+32
| +5% | +$2.12K | 0.01% | 151 |
|
|
2022
Q1 | $50K | Buy |
618
+36
| +6% | +$2.91K | 0.01% | 162 |
|
|
2021
Q4 | $51K | Hold |
582
| – | – | 0.01% | 160 |
|
|
2021
Q3 | $47K | Buy |
582
+36
| +7% | +$2.91K | 0.01% | 153 |
|
|
2021
Q2 | $44K | Buy |
546
+280
| +105% | +$22.6K | 0.01% | 166 |
|
|
2021
Q1 | $20K | Buy |
266
+46
| +21% | +$3.46K | ﹤0.01% | 207 |
|
|
2020
Q4 | $15K | Hold |
220
| – | – | ﹤0.01% | 210 |
|
|
2020
Q3 | $14K | Hold |
220
| – | – | ﹤0.01% | 211 |
|
|
2020
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 239 |
|
|
2020
Q1 | $10K | Buy |
+220
| New | +$10K | ﹤0.01% | 242 |
|