Legacy Private 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 | $359K | Hold |
3,275
| – | – | 0.02% | 203 |
|
|
2025
Q1 | $321K | Hold |
3,275
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $344K | Sell |
3,275
-350
| -10% | -$36.7K | 0.02% | 202 |
|
|
2024
Q3 | $368K | Buy |
3,625
+345
| +11% | +$35.1K | 0.02% | 194 |
|
|
2024
Q2 | $317K | Hold |
3,280
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $306K | Hold |
3,280
| – | – | 0.02% | 202 |
|
|
2023
Q4 | $279K | Hold |
3,280
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $247K | Buy |
3,280
+310
| +10% | +$23.3K | 0.02% | 212 |
|
|
2023
Q2 | $233K | Sell |
2,970
-1,130
| -28% | -$88.5K | 0.02% | 216 |
|
|
2023
Q1 | $294K | Hold |
4,100
| – | – | 0.03% | 200 |
|
|
2022
Q4 | $270K | Sell |
4,100
-310
| -7% | -$20.4K | 0.02% | 204 |
|
|
2022
Q3 | $277K | Buy |
4,410
+150
| +4% | +$9.42K | 0.03% | 198 |
|
|
2022
Q2 | $283K | Buy |
4,260
+1,285
| +43% | +$85.4K | 0.03% | 200 |
|
|
2022
Q1 | $241K | Buy |
2,975
+325
| +12% | +$26.3K | 0.02% | 228 |
|
|
2021
Q4 | $233K | Buy |
+2,650
| New | +$233K | 0.02% | 226 |
|