RWP
RWA Wealth Partners’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 | $18.8M | Sell |
171,192
-23,842
| -12% | -$2.61M | 0.23% | 64 |
|
|
2025
Q1 | $19.1M | Sell |
195,034
-9,578
| -5% | -$938K | 0.24% | 65 |
|
|
2024
Q4 | $21.5M | Sell |
204,612
-3,610
| -2% | -$379K | 0.26% | 57 |
|
|
2024
Q3 | $21.2M | Buy |
208,222
+198,398
| +2,020% | +$20.2M | 0.26% | 57 |
|
|
2024
Q2 | $949K | Buy |
9,824
+188
| +2% | +$18.2K | 0.01% | 309 |
|
|
2024
Q1 | $898K | Sell |
9,636
-2,736
| -22% | -$255K | 0.01% | 319 |
|
|
2023
Q4 | $1.05M | Buy |
12,372
+2,546
| +26% | +$217K | 0.02% | 285 |
|
|
2023
Q3 | $739K | Sell |
9,826
-365
| -4% | -$27.5K | 0.02% | 219 |
|
|
2023
Q2 | $798K | Sell |
10,191
-1,325
| -12% | -$104K | 0.02% | 186 |
|
|
2023
Q1 | $826K | Buy |
11,516
+480
| +4% | +$34.4K | 0.02% | 143 |
|
|
2022
Q4 | $755K | Buy |
11,036
+1,000
| +10% | +$68.4K | 0.02% | 151 |
|
|
2022
Q3 | $631K | Sell |
10,036
-87,058
| -90% | -$5.47M | 0.04% | 149 |
|
|
2022
Q2 | $6.45M | Sell |
97,094
-4,981
| -5% | -$331K | 0.44% | 48 |
|
|
2022
Q1 | $8.28M | Sell |
102,075
-14,722
| -13% | -$1.19M | 0.54% | 47 |
|
|
2021
Q4 | $10.3M | Buy |
116,797
+5,091
| +5% | +$447K | 0.69% | 40 |
|
|
2021
Q3 | $8.94M | Buy |
111,706
+1,786
| +2% | +$143K | 0.67% | 41 |
|
|
2021
Q2 | $8.79M | Buy |
109,920
+4,947
| +5% | +$396K | 0.66% | 42 |
|
|
2021
Q1 | $7.74M | Buy |
104,973
+18,578
| +22% | +$1.37M | 0.62% | 46 |
|
|
2020
Q4 | $6.06M | Buy |
86,395
+24,809
| +40% | +$1.74M | 0.54% | 48 |
|
|
2020
Q3 | $3.81M | Buy |
61,586
+543
| +0.9% | +$33.6K | 0.4% | 59 |
|
|
2020
Q2 | $3.44M | Buy |
61,043
+1,994
| +3% | +$112K | 0.42% | 58 |
|
|
2020
Q1 | $2.7M | Buy |
59,049
+2,483
| +4% | +$114K | 0.38% | 57 |
|
|
2019
Q4 | $3.2M | Buy |
56,566
+8,061
| +17% | +$456K | 0.32% | 73 |
|
|
2019
Q3 | $2.52M | Buy |
48,505
+10,799
| +29% | +$561K | 0.27% | 87 |
|
|
2019
Q2 | $1.93M | Buy |
37,706
+21,604
| +134% | +$1.11M | 0.21% | 89 |
|
|
2019
Q1 | $790K | Buy |
+16,102
| New | +$790K | 0.09% | 131 |
|