Corient Private Wealth’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 | $6.92M | Buy |
63,098
+29,116
| +86% | +$3.19M | 0.01% | 670 |
|
|
2025
Q1 | $3.33M | Buy |
33,982
+2,064
| +6% | +$202K | 0.01% | 805 |
|
|
2024
Q4 | $3.35M | Sell |
31,918
-2,924
| -8% | -$307K | 0.01% | 821 |
|
|
2024
Q3 | $3.54M | Buy |
34,842
+1,139
| +3% | +$116K | 0.01% | 841 |
|
|
2024
Q2 | $3.26M | Buy |
33,703
+1,399
| +4% | +$135K | 0.01% | 837 |
|
|
2024
Q1 | $3.01M | Buy |
32,304
+178
| +0.6% | +$16.6K | 0.01% | 850 |
|
|
2023
Q4 | $2.73M | Buy |
32,126
+4,992
| +18% | +$425K | 0.01% | 874 |
|
|
2023
Q3 | $2.04M | Sell |
27,134
-32,769
| -55% | -$2.46M | ﹤0.01% | 908 |
|
|
2023
Q2 | $4.69M | Sell |
59,903
-1,058
| -2% | -$82.9K | 0.01% | 648 |
|
|
2023
Q1 | $4.37M | Buy |
60,961
+1,072
| +2% | +$76.9K | 0.01% | 626 |
|
|
2022
Q4 | $3.94M | Buy |
+59,889
| New | +$3.94M | 0.01% | 548 |
|