Cresset Asset Management’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 | $9.73M | Buy |
88,785
+917
| +1% | +$101K | 0.04% | 237 |
|
|
2025
Q1 | $8.61M | Buy |
87,868
+2,863
| +3% | +$280K | 0.04% | 246 |
|
|
2024
Q4 | $8.92M | Buy |
85,005
+3,814
| +5% | +$400K | 0.04% | 240 |
|
|
2024
Q3 | $8.25M | Sell |
81,191
-259
| -0.3% | -$26.3K | 0.03% | 346 |
|
|
2024
Q2 | $7.87M | Buy |
81,450
+16,227
| +25% | +$1.57M | 0.03% | 332 |
|
|
2024
Q1 | $6.08M | Sell |
65,223
-3,481
| -5% | -$324K | 0.03% | 344 |
|
|
2023
Q4 | $5.84M | Buy |
68,704
+47,113
| +218% | +$4.01M | 0.03% | 301 |
|
|
2023
Q3 | $1.62M | Sell |
21,591
-563
| -3% | -$42.3K | 0.01% | 600 |
|
|
2023
Q2 | $1.74M | Buy |
+22,154
| New | +$1.74M | ﹤0.01% | 566 |
|