Cascade Investment Advisors’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 | $668K | Sell |
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|
2025
Q2 | $673K | Hold |
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|
2025
Q1 | $602K | Hold |
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|
2024
Q4 | $644K | Sell |
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|
2024
Q3 | $706K | Hold |
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|
2024
Q2 | $672K | Sell |
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|
2024
Q1 | $718K | Sell |
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|
2023
Q4 | $740K | Hold |
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|
2023
Q3 | $654K | Sell |
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|
2023
Q2 | $846K | Hold |
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|
2023
Q1 | $774K | Hold |
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|
2022
Q4 | $711K | Hold |
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|
2022
Q3 | $725K | Hold |
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|
2022
Q2 | $717K | Buy |
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