Cerity Partners’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 | $25.4M | Sell |
231,340
-743
| -0.3% | -$81.5K | 0.05% | 319 |
|
|
2025
Q1 | $22.7M | Buy |
232,083
+22,347
| +11% | +$2.19M | 0.05% | 303 |
|
|
2024
Q4 | $22M | Sell |
209,736
-4,370
| -2% | -$458K | 0.05% | 300 |
|
|
2024
Q3 | $21.8M | Sell |
214,106
-12,232
| -5% | -$1.24M | 0.05% | 299 |
|
|
2024
Q2 | $21.9M | Buy |
226,338
+8,563
| +4% | +$827K | 0.06% | 262 |
|
|
2024
Q1 | $20.3M | Sell |
217,775
-2,192
| -1% | -$204K | 0.05% | 291 |
|
|
2023
Q4 | $18.7M | Buy |
219,967
+190,073
| +636% | +$16.2M | 0.06% | 250 |
|
|
2023
Q3 | $2.25M | Sell |
29,894
-161,121
| -84% | -$12.1M | 0.01% | 553 |
|
|
2023
Q2 | $15M | Buy |
191,015
+56,322
| +42% | +$4.41M | 0.06% | 284 |
|
|
2023
Q1 | $9.66M | Buy |
134,693
+41,339
| +44% | +$2.96M | 0.02% | 361 |
|
|
2022
Q4 | $8.06M | Buy |
93,354
+52,034
| +126% | +$4.49M | 0.05% | 288 |
|
|
2022
Q3 | $2.6M | Sell |
41,320
-50,524
| -55% | -$3.18M | 0.03% | 334 |
|
|
2022
Q2 | $6.1M | Buy |
91,844
+833
| +0.9% | +$55.3K | 0.07% | 228 |
|
|
2022
Q1 | $5.03M | Buy |
91,011
+16,951
| +23% | +$936K | 0.08% | 192 |
|
|
2021
Q4 | $5.22M | Buy |
+74,060
| New | +$5.22M | 0.08% | 198 |
|