Caldwell Sutter Capital’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 | $61.4K | Buy |
560
+8
| +1% | +$877 | 0.03% | 330 |
|
|
2025
Q1 | $54.1K | Sell |
552
-56
| -9% | -$5.49K | 0.03% | 344 |
|
|
2024
Q4 | $63.8K | Hold |
608
| – | – | 0.03% | 329 |
|
|
2024
Q3 | $61.8K | Buy |
608
+36
| +6% | +$3.66K | 0.03% | 332 |
|
|
2024
Q2 | $55.3K | Buy |
572
+105
| +22% | +$10.1K | 0.03% | 340 |
|
|
2024
Q1 | $43.5K | Buy |
467
+196
| +72% | +$18.3K | 0.02% | 367 |
|
|
2023
Q4 | $23.1K | Buy |
271
+128
| +90% | +$10.9K | 0.01% | 438 |
|
|
2023
Q3 | $10.8K | Buy |
143
+12
| +9% | +$903 | 0.01% | 516 |
|
|
2023
Q2 | $10.3K | Buy |
+131
| New | +$10.3K | 0.01% | 525 |
|