Schaper Benz & Wise 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
$1.04M Buy
9,506
+670
+8% +$73.5K 0.08% 103
2025
Q1
$865K Buy
8,836
+3,105
+54% +$304K 0.07% 102
2024
Q4
$601K Buy
5,731
+1,585
+38% +$166K 0.05% 109
2024
Q3
$421K Buy
4,146
+390
+10% +$39.6K 0.03% 122
2024
Q2
$363K Buy
+3,756
New +$363K 0.03% 121