Platt Investment Counsel’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 | $42.1M | Sell |
384,193
-9,779
| -2% | -$1.07M | 40.03% | 1 |
|
|
2025
Q1 | $38.6M | Buy |
393,972
+14,804
| +4% | +$1.45M | 38.08% | 1 |
|
|
2024
Q4 | $39.8M | Sell |
379,168
-32,030
| -8% | -$3.36M | 37.95% | 1 |
|
|
2024
Q3 | $41.8M | Buy |
411,198
+4,757
| +1% | +$484K | 37.1% | 1 |
|
|
2024
Q2 | $39.3M | Buy |
406,441
+11,022
| +3% | +$1.06M | 37.77% | 1 |
|
|
2024
Q1 | $36.8M | Sell |
395,419
-7,485
| -2% | -$698K | 35.11% | 1 |
|
|
2023
Q4 | $34.3M | Buy |
402,904
+34,109
| +9% | +$2.9M | 35.53% | 1 |
|
|
2023
Q3 | $27.7M | Sell |
368,795
-3,041
| -0.8% | -$229K | 33.1% | 1 |
|
|
2023
Q2 | $29.1M | Buy |
371,836
+53,836
| +17% | +$4.22M | 33.05% | 1 |
|
|
2023
Q1 | $22.8M | Sell |
318,000
-2,511
| -0.8% | -$180K | 30.48% | 1 |
|
|
2022
Q4 | $21.1M | Buy |
320,511
+880
| +0.3% | +$58K | 30.01% | 1 |
|
|
2022
Q3 | $20.1M | Buy |
319,631
+26,658
| +9% | +$1.68M | 29.2% | 1 |
|
|
2022
Q2 | $19.5M | Buy |
292,973
+37,740
| +15% | +$2.51M | 26.43% | 1 |
|
|
2022
Q1 | $20.7M | Buy |
255,233
+23,684
| +10% | +$1.92M | 19.24% | 2 |
|
|
2021
Q4 | $20.4M | Buy |
231,549
+2,202
| +1% | +$194K | 17.36% | 2 |
|
|
2021
Q3 | $18.4M | Buy |
229,347
+59
| +0% | +$4.72K | 16.3% | 2 |
|
|
2021
Q2 | $18.3M | Buy |
229,288
+2,759
| +1% | +$221K | 15.77% | 2 |
|
|
2021
Q1 | $16.7M | Buy |
226,529
+51,511
| +29% | +$3.8M | 14.95% | 3 |
|
|
2020
Q4 | $12.3M | Buy |
+175,018
| New | +$12.3M | 11.63% | 4 |
|