TIM
Tortoise Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
13,010
+63
| +0.5% | +$6.91K | 0.14% | 98 |
|
|
2025
Q1 | $1.27M | Buy |
12,947
+325
| +3% | +$31.8K | 0.13% | 100 |
|
|
2024
Q4 | $1.32M | Sell |
12,622
-116
| -0.9% | -$12.2K | 0.14% | 99 |
|
|
2024
Q3 | $1.29M | Sell |
12,738
-101
| -0.8% | -$10.3K | 0.14% | 104 |
|
|
2024
Q2 | $1.24M | Buy |
12,839
+152
| +1% | +$14.7K | 0.14% | 101 |
|
|
2024
Q1 | $1.18M | Buy |
12,687
+112
| +0.9% | +$10.4K | 0.14% | 101 |
|
|
2023
Q4 | $1.07M | Buy |
12,575
+376
| +3% | +$32K | 0.15% | 107 |
|
|
2023
Q3 | $918K | Buy |
12,199
+52
| +0.4% | +$3.91K | 0.14% | 106 |
|
|
2023
Q2 | $952K | Sell |
12,147
-1,858
| -13% | -$146K | 0.14% | 106 |
|
|
2023
Q1 | $1M | Sell |
14,005
-697
| -5% | -$50K | 0.16% | 96 |
|
|
2022
Q4 | $968K | Buy |
14,702
+1,327
| +10% | +$87.4K | 0.17% | 98 |
|
|
2022
Q3 | $841K | Buy |
13,375
+746
| +6% | +$46.9K | 0.16% | 100 |
|
|
2022
Q2 | $839K | Buy |
12,629
+882
| +8% | +$58.6K | 0.16% | 100 |
|
|
2022
Q1 | $952K | Buy |
11,747
+4,245
| +57% | +$344K | 0.18% | 95 |
|
|
2021
Q4 | $659K | Sell |
7,502
-224
| -3% | -$19.7K | 0.12% | 99 |
|
|
2021
Q3 | $619K | Sell |
7,726
-185
| -2% | -$14.8K | 0.13% | 95 |
|
|
2021
Q2 | $633K | Sell |
7,911
-515
| -6% | -$41.2K | 0.13% | 95 |
|
|
2021
Q1 | $621K | Buy |
8,426
+411
| +5% | +$30.3K | 0.14% | 89 |
|
|
2020
Q4 | $562K | Buy |
8,015
+1,285
| +19% | +$90.1K | 0.13% | 89 |
|
|
2020
Q3 | $416K | Buy |
6,730
+535
| +9% | +$33.1K | 0.1% | 102 |
|
|
2020
Q2 | $349K | Buy |
6,195
+1,145
| +23% | +$64.5K | 0.09% | 100 |
|
|
2020
Q1 | $231K | Buy |
+5,050
| New | +$231K | 0.07% | 114 |
|