IMPACTfolio, LLC ESGV Holdings History
IMPACTfolio, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-06-30, IMPACTfolio, LLC held 495,602.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $54.34 Mil. This investment constitutes 25.76% of their stock portfolio, and IMPACTfolio, LLC now holds 0.54% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2021Q4. And since then IMPACTfolio, LLC has made 12 purchases of ESGV, at an average price of $86.63, for a total of 520,049.00 shares. In addition, there have been 2 sales at an average price of $69.34 for 24,447.00 shares. Based on historical transaction data and ESGV's current price of $111.28, IMPACTfolio, LLC's estimated gain on his ESGV holdings is $11.80 Mil, reflecting a 26.19% gain to date.
IMPACTfolio, LLC ESGV ($111.28) Holding Chart
IMPACTfolio, LLC ESGV ($111.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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