Whitegate Investment Counselors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$255K Sell
2025
Q4
$287K Buy
2025
Q3
$280K Buy
2025
Q2
$249K Buy