Palisades Hudson Asset 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
2026 Q1	$5.24M	Buy	46,652 +5,513	+13%	+$655K	2.04%	15
2025 Q4	$4.98M	Buy	41,139 +4,663	+13%	+$559K	1.93%	16
2025 Q3	$4.32M	Buy	36,476 +2,964	+9%	+$337K	1.57%	20
2025 Q2	$3.67M	Buy	33,512 +80	+0.2%	+$8.06K	1.44%	20
2025 Q1	$3.27M	Buy	33,432 +88	+0.3%	+$9.2K	1.49%	18
2024 Q4	$3.5M	Buy	33,344 +90	+0.3%	+$9.44K	1.47%	18
2024 Q3	$3.38M	Buy	33,254 +93	+0.3%	+$9.12K	1.43%	19
2024 Q2	$3.2M	Buy	33,161 +103	+0.3%	+$9.55K	1.47%	18
2024 Q1	$3.08M	Buy	33,058 +18,329	+124%	+$1.63M	1.4%	17
2023 Q4	$1.25M	Buy	14,729 +56	+0.4%	+$4.41K	0.61%	27
2023 Q3	$1.1M	Buy	14,673 +51	+0.3%	+$4K	0.6%	27
2023 Q2	$1.15M	Buy	14,622 +39	+0.3%	+$2.87K	0.6%	27
2023 Q1	$1.05M	Buy	14,583 +40	+0.3%	+$2.79K	0.56%	26
2022 Q4	$958K	Buy	14,543 +6,966	+92%	+$465K	0.53%	25
2022 Q3	$477K	Buy	+7,577	New	+$532K	0.29%	46
2022 Q2	–	Sell	-7,837	Closed	-$635K	–	105
2022 Q1	$635K	Sell	7,837 -6,591	-46%	-$530K	0.3%	42
2021 Q4	$1.27M	Buy	14,428 +7,234	+101%	+$618K	0.54%	25
2021 Q3	$576K	Buy	+7,194	New	+$593K	0.26%	48