Trust Company of Vermont’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 | $172K | Buy |
1,569
+669
| +74% | +$73.3K | 0.01% | 366 |
|
|
2025
Q1 | $88.2K | Hold |
900
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $94.4K | Hold |
900
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $91.5K | Hold |
900
| – | – | ﹤0.01% | 424 |
|
|
2024
Q2 | $87K | Hold |
900
| – | – | ﹤0.01% | 418 |
|
|
2024
Q1 | $83.9K | Hold |
900
| – | – | ﹤0.01% | 409 |
|
|
2023
Q4 | $76.6K | Hold |
900
| – | – | 0.01% | 387 |
|
|
2023
Q3 | $67.7K | Hold |
900
| – | – | ﹤0.01% | 416 |
|
|
2023
Q2 | $70.5K | Hold |
900
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $64.5K | Hold |
900
| – | – | ﹤0.01% | 461 |
|
|
2022
Q4 | $59.3K | Hold |
900
| – | – | ﹤0.01% | 460 |
|
|
2022
Q3 | $57K | Buy |
900
+100
| +13% | +$6.33K | ﹤0.01% | 469 |
|
|
2022
Q2 | $53K | Buy |
+800
| New | +$53K | ﹤0.01% | 468 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$26K | – | 441 |
|
|
2021
Q4 | $26K | Buy |
+300
| New | +$26K | ﹤0.01% | 556 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$8K | – | 431 |
|
|
2021
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 662 |
|