Whittier Trust’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 | $3.27M | Hold |
29,817
| – | – | 0.04% | 235 |
|
|
2025
Q1 | $2.92M | Buy |
29,817
+578
| +2% | +$56.6K | 0.04% | 243 |
|
|
2024
Q4 | $3.07M | Buy |
29,239
+225
| +0.8% | +$23.6K | 0.04% | 237 |
|
|
2024
Q3 | $2.95M | Hold |
29,014
| – | – | 0.04% | 244 |
|
|
2024
Q2 | $2.8M | Hold |
29,014
| – | – | 0.04% | 240 |
|
|
2024
Q1 | $2.7M | Hold |
29,014
| – | – | 0.04% | 244 |
|
|
2023
Q4 | $2.47M | Hold |
29,014
| – | – | 0.04% | 251 |
|
|
2023
Q3 | $2.18M | Hold |
29,014
| – | – | 0.04% | 262 |
|
|
2023
Q2 | $2.27M | Hold |
29,014
| – | – | 0.04% | 261 |
|
|
2023
Q1 | $2.08M | Hold |
29,014
| – | – | 0.04% | 270 |
|
|
2022
Q4 | $1.91M | Hold |
29,014
| – | – | 0.04% | 277 |
|
|
2022
Q3 | $1.83M | Hold |
29,014
| – | – | 0.04% | 269 |
|
|
2022
Q2 | $1.93M | Hold |
29,014
| – | – | 0.04% | 273 |
|
|
2022
Q1 | $2.35M | Hold |
29,014
| – | – | 0.04% | 265 |
|
|
2021
Q4 | $2.55M | Hold |
29,014
| – | – | 0.04% | 256 |
|
|
2021
Q3 | $2.32M | Hold |
29,014
| – | – | 0.04% | 260 |
|
|
2021
Q2 | $2.32M | Hold |
29,014
| – | – | 0.04% | 257 |
|
|
2021
Q1 | $2.14M | Buy |
29,014
+10,950
| +61% | +$808K | 0.04% | 264 |
|
|
2020
Q4 | $1.27M | Buy |
+18,064
| New | +$1.27M | 0.03% | 299 |
|