Palisades Hudson Asset Management’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 | $3.67M | Buy |
33,512
+80
| +0.2% | +$8.77K | 1.44% | 20 |
|
|
2025
Q1 | $3.28M | Buy |
33,432
+88
| +0.3% | +$8.62K | 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% | +$9.45K | 1.43% | 19 |
|
|
2024
Q2 | $3.2M | Buy |
33,161
+103
| +0.3% | +$9.95K | 1.47% | 18 |
|
|
2024
Q1 | $3.08M | Buy |
33,058
+18,329
| +124% | +$1.71M | 1.4% | 17 |
|
|
2023
Q4 | $1.25M | Buy |
14,729
+56
| +0.4% | +$4.76K | 0.61% | 27 |
|
|
2023
Q3 | $1.1M | Buy |
14,673
+51
| +0.3% | +$3.84K | 0.6% | 27 |
|
|
2023
Q2 | $1.15M | Buy |
14,622
+39
| +0.3% | +$3.06K | 0.6% | 27 |
|
|
2023
Q1 | $1.05M | Buy |
14,583
+40
| +0.3% | +$2.87K | 0.56% | 26 |
|
|
2022
Q4 | $958K | Buy |
14,543
+6,966
| +92% | +$459K | 0.53% | 25 |
|
|
2022
Q3 | $477K | Buy |
+7,577
| New | +$477K | 0.29% | 46 |
|
|
2022
Q2 | – | Sell |
-7,837
| Closed | -$635K | – | 105 |
|
|
2022
Q1 | $635K | Sell |
7,837
-6,591
| -46% | -$534K | 0.3% | 42 |
|
|
2021
Q4 | $1.27M | Buy |
14,428
+7,234
| +101% | +$636K | 0.54% | 25 |
|
|
2021
Q3 | $576K | Buy |
+7,194
| New | +$576K | 0.26% | 48 |
|