Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Buy |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $629K | Hold |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $491K | Hold |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $435K | Hold |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $757K | Buy |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $519K | Hold |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $460K | Hold |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $417K | Buy |
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|
2020
Q4 | $387K | Buy |
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|
2020
Q3 | $338K | Buy |
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|
2020
Q2 | $58K | Buy |
|