Caldwell Trust’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
Q3 | $95.3K | Hold |
|
|||||
|
2025
Q2 | $88.3K | Hold |
|
|||||
|
2025
Q1 | $78.8K | Hold |
|
|||||
|
2024
Q4 | $84.4K | Hold |
|
|||||
|
2024
Q3 | $81.8K | Hold |
|
|||||
|
2024
Q2 | $77.8K | Hold |
|
|||||
|
2024
Q1 | $75K | Sell |
|
|||||
|
2023
Q4 | $79.3K | Sell |
|
|||||
|
2023
Q3 | $71K | Sell |
|
|||||
|
2023
Q2 | $81.5K | Hold |
|
|||||
|
2023
Q1 | $74.6K | Hold |
|
|||||
|
2022
Q4 | $68.5K | Hold |
|
|||||
|
2022
Q3 | $65.4K | Hold |
|
|||||
|
2022
Q2 | $69.1K | Hold |
|
|||||
|
2022
Q1 | $84.3K | Buy |
|
|||||
|
2021
Q4 | $86.6K | Buy |
|
|||||
|
2021
Q3 | $44K | Hold |
|
|||||
|
2021
Q2 | $44K | Hold |
|
|||||
|
2021
Q1 | $40.6K | Buy |
|
|||||
|
2020
Q4 | $33.3K | Hold |
|
|||||
|
2020
Q3 | $29.4K | Hold |
|
|||||
|
2020
Q2 | $26.8K | Hold |
|
|||||
|
2020
Q1 | $21.8K | Hold |
|
|||||
|
2019
Q4 | $26.9K | Buy |
|