Charter Oak Capital Management’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 | $6.54M | Buy |
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|
2025
Q2 | $5.96M | Buy |
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|
2025
Q1 | $5.24M | Sell |
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|
2024
Q4 | $5.75M | Sell |
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|
2024
Q3 | $5.6M | Sell |
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|
2024
Q2 | $5.37M | Buy |
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|
2024
Q1 | $5.01M | Sell |
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|
2023
Q4 | $4.6M | Buy |
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|
2023
Q3 | $4.02M | Sell |
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|
2023
Q2 | $4.29M | Sell |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $4.02M | Buy |
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|
2021
Q4 | $4.01M | Buy |
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|
2021
Q3 | $3.25M | Sell |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $2.79M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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