Meritage Portfolio Management’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
$2.23M Buy
2025
Q2
$710K Hold
2025
Q1
$634K Sell
2024
Q4
$681K Hold
2024
Q3
$660K Hold
2024
Q2
$627K Hold
2024
Q1
$605K Hold
2023
Q4
$552K Hold
2023
Q3
$488K Hold
2023
Q2
$508K Hold
2023
Q1
$465K Hold
2022
Q4
$427K Buy
2022
Q3
$341K Hold
2022
Q2
$360K Buy
2022
Q1
$432K Hold
2021
Q4
$468K Buy
2021
Q3
$395K Hold
2021
Q2
$394K Buy
2021
Q1
$357K Buy
2020
Q4
$268K Buy