Corient Private Wealth’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
Q2 | $249K | Sell |
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|
2025
Q1 | $3.33M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.54M | Buy |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.73M | Buy |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $4.69M | Sell |
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|
2023
Q1 | $4.37M | Buy |
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|
2022
Q4 | $3.94M | Buy |
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