Glenview Trust’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 | $2.02M | Buy |
18,423
+1,459
| +9% | +$160K | 0.03% | 218 |
|
|
2025
Q1 | $1.66M | Sell |
16,964
-135
| -0.8% | -$13.2K | 0.03% | 225 |
|
|
2024
Q4 | $1.79M | Hold |
17,099
| – | – | 0.03% | 215 |
|
|
2024
Q3 | $1.74M | Sell |
17,099
-305
| -2% | -$31K | 0.03% | 218 |
|
|
2024
Q2 | $1.68M | Buy |
17,404
+144
| +0.8% | +$13.9K | 0.03% | 215 |
|
|
2024
Q1 | $1.61M | Buy |
17,260
+924
| +6% | +$86.1K | 0.03% | 216 |
|
|
2023
Q4 | $1.39M | Buy |
16,336
+147
| +0.9% | +$12.5K | 0.03% | 225 |
|
|
2023
Q3 | $1.22M | Hold |
16,189
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $1.27M | Hold |
16,189
| – | – | 0.03% | 213 |
|
|
2023
Q1 | $1.16M | Buy |
16,189
+545
| +3% | +$39.1K | 0.03% | 216 |
|
|
2022
Q4 | $1.03M | Buy |
15,644
+4,980
| +47% | +$328K | 0.03% | 214 |
|
|
2022
Q3 | $671K | Buy |
10,664
+3,827
| +56% | +$241K | 0.03% | 240 |
|
|
2022
Q2 | $454K | Hold |
6,837
| – | – | 0.02% | 297 |
|
|
2022
Q1 | $554K | Buy |
6,837
+3,305
| +94% | +$268K | 0.02% | 284 |
|
|
2021
Q4 | $310K | Hold |
3,532
| – | – | 0.01% | 358 |
|
|
2021
Q3 | $283K | Buy |
3,532
+426
| +14% | +$34.1K | 0.01% | 350 |
|
|
2021
Q2 | $248K | Hold |
3,106
| – | – | 0.01% | 371 |
|
|
2021
Q1 | $229K | Buy |
+3,106
| New | +$229K | 0.01% | 371 |
|