Cambridge Trust’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cambridge Trust’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$439K	Sell	4,715 -95	-2%	-$8.45K	0.02%	201
2023 Q4	$409K	Sell	4,810 -27	-0.6%	-$2.13K	0.02%	206
2023 Q3	$364K	Buy	4,837 +440	+10%	+$34.5K	0.02%	212
2023 Q2	$345K	Buy	4,397 +1,164	+36%	+$85.7K	0.02%	219
2023 Q1	$232K	Buy	3,233 +47	+1%	+$3.27K	0.01%	263
2022 Q4	$210K	Buy	3,186 +113	+4%	+$7.54K	0.01%	279
2022 Q3	$193K	Buy	3,073 +252	+9%	+$17.7K	0.01%	282
2022 Q2	$187K	Sell	2,821 -4,786	-63%	-$346K	0.01%	302
2022 Q1	$617K	Sell	7,607 -485	-6%	-$39K	0.02%	195
2021 Q4	$711K	Buy	8,092 +582	+8%	+$49.7K	0.02%	191
2021 Q3	$601K	Buy	+7,510	New	+$619K	0.02%	163

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Cambridge Trust's ESGV Position: Q1 2024 in Review

Cambridge Trust reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2% in Q1 2024, selling an estimated $8.45K and leaving 4,715 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #201.

Cambridge Trust first reported a position in ESGV in Q3 2021 and has held it in 11 quarters since. The position peaked at $711K in Q4 2021. 486 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

Cambridge Trust held 4,715 shares of Vanguard ESG US Stock ETF worth $439K as of Q1 2024.
Cambridge Trust sold 95 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $8.45K.
Vanguard ESG US Stock ETF made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #201 holding.
Cambridge Trust first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 11 quarters since.
Cambridge Trust's Vanguard ESG US Stock ETF position peaked at $711K in Q4 2021.
486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.