UMB Bank’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 | $1.71M | Hold |
15,562
| – | – | 0.03% | 256 |
|
2025
Q1 | $1.52M | Hold |
15,562
| – | – | 0.03% | 265 |
|
2024
Q4 | $1.63M | Sell |
15,562
-3,621
| -19% | -$380K | 0.03% | 259 |
|
2024
Q3 | $1.95M | Hold |
19,183
| – | – | 0.03% | 244 |
|
2024
Q2 | $1.85M | Hold |
19,183
| – | – | 0.03% | 243 |
|
2024
Q1 | $1.79M | Hold |
19,183
| – | – | 0.03% | 257 |
|
2023
Q4 | $1.63M | Hold |
19,183
| – | – | 0.02% | 273 |
|
2023
Q3 | $1.44M | Hold |
19,183
| – | – | 0.02% | 282 |
|
2023
Q2 | $1.5M | Buy |
+19,183
| New | +$1.5M | 0.02% | 287 |
|