Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 | $829K | Hold |
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|
2025
Q2 | $762K | Hold |
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|
2025
Q1 | $652K | Hold |
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|
2024
Q4 | $745K | Hold |
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|
2024
Q3 | $712K | Hold |
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|
2024
Q2 | $700K | Hold |
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|
2024
Q1 | $612K | Hold |
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|
2023
Q4 | $599K | Hold |
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|
2023
Q3 | $525K | Hold |
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|
2023
Q2 | $545K | Hold |
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|
2023
Q1 | $498K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $437K | Hold |
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|
2022
Q2 | $461K | Hold |
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|
2022
Q1 | $564K | Hold |
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|
2021
Q4 | $611K | Hold |
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|
2021
Q3 | $556K | Hold |
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|
2021
Q2 | $556K | Hold |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $390K | Buy |
|