WhitTier Trust Company’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 | $1.55M | Hold |
14,093
| – | – | 0.04% | 264 |
|
|
2025
Q1 | $1.38M | Buy |
14,093
+1,080
| +8% | +$106K | 0.03% | 269 |
|
|
2024
Q4 | $1.36M | Buy |
13,013
+1,873
| +17% | +$196K | 0.03% | 263 |
|
|
2024
Q3 | $1.13M | Buy |
11,140
+355
| +3% | +$36.1K | 0.03% | 279 |
|
|
2024
Q2 | $1.04M | Hold |
10,785
| – | – | 0.03% | 279 |
|
|
2024
Q1 | $1.01M | Buy |
10,785
+1,450
| +16% | +$135K | 0.03% | 281 |
|
|
2023
Q4 | $794K | Buy |
9,335
+350
| +4% | +$29.8K | 0.03% | 294 |
|
|
2023
Q3 | $676K | Hold |
8,985
| – | – | 0.02% | 308 |
|
|
2023
Q2 | $704K | Hold |
8,985
| – | – | 0.02% | 304 |
|
|
2023
Q1 | $644K | Hold |
8,985
| – | – | 0.02% | 309 |
|
|
2022
Q4 | $592K | Buy |
+8,985
| New | +$592K | 0.02% | 322 |
|