Mill Creek Capital Advisors’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 | $19.1M | Sell |
174,401
-6,125
| -3% | -$672K | 0.42% | 24 |
|
|
2025
Q1 | $17.7M | Buy |
180,526
+11,715
| +7% | +$1.15M | 0.43% | 26 |
|
|
2024
Q4 | $17.7M | Hold |
168,811
| – | – | 0.43% | 24 |
|
|
2024
Q3 | $17.2M | Sell |
168,811
-6,580
| -4% | -$669K | 0.41% | 25 |
|
|
2024
Q2 | $16.9M | Sell |
175,391
-11,960
| -6% | -$1.16M | 0.43% | 25 |
|
|
2024
Q1 | $17.5M | Sell |
187,351
-13,335
| -7% | -$1.24M | 0.47% | 26 |
|
|
2023
Q4 | $17.1M | Hold |
200,686
| – | – | 0.5% | 25 |
|
|
2023
Q3 | $15.1M | Sell |
200,686
-11,520
| -5% | -$867K | 0.5% | 27 |
|
|
2023
Q2 | $16.6M | Sell |
212,206
-15,920
| -7% | -$1.25M | 0.54% | 24 |
|
|
2023
Q1 | $16.4M | Sell |
228,126
-29,605
| -11% | -$2.12M | 0.6% | 20 |
|
|
2022
Q4 | $17M | Buy |
+257,731
| New | +$17M | 0.7% | 20 |
|