Cascade Investment Advisors’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 | $673K | Hold |
6,142
| – | – | 0.43% | 90 |
|
|
2025
Q1 | $602K | Hold |
6,142
| – | – | 0.41% | 88 |
|
|
2024
Q4 | $644K | Sell |
6,142
-808
| -12% | -$84.8K | 0.41% | 89 |
|
|
2024
Q3 | $706K | Hold |
6,950
| – | – | 0.45% | 84 |
|
|
2024
Q2 | $672K | Sell |
6,950
-750
| -10% | -$72.5K | 0.45% | 87 |
|
|
2024
Q1 | $718K | Sell |
7,700
-1,000
| -11% | -$93.2K | 0.47% | 88 |
|
|
2023
Q4 | $740K | Hold |
8,700
| – | – | 0.53% | 87 |
|
|
2023
Q3 | $654K | Sell |
8,700
-2,100
| -19% | -$158K | 0.52% | 88 |
|
|
2023
Q2 | $846K | Hold |
10,800
| – | – | 0.63% | 78 |
|
|
2023
Q1 | $774K | Hold |
10,800
| – | – | 0.61% | 75 |
|
|
2022
Q4 | $711K | Hold |
10,800
| – | – | 0.59% | 79 |
|
|
2022
Q3 | $725K | Hold |
10,800
| – | – | 0.62% | 77 |
|
|
2022
Q2 | $717K | Buy |
+10,800
| New | +$717K | 0.56% | 87 |
|