Caldwell Trust CO Vanguard World Fd Esg U.S. Sto Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Caldwell Trust CO holds 805 shares of ESGV stock, worth $95,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares

805

Holding current value

$95,400

% of portfolio

0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$86.93 - $109.64 $69,978 - $88,260	805 New	805 $88.3 Million
Q4 2023 Oct 01, 2025	SELL	$71.95 - $85.41 $863 - $1,024	-12 Reduced 1.27%	932 $79.3 Million
Q3 2023 Oct 01, 2025	SELL	$74.65 - $81.1 $7,166 - $7,785	-96 Reduced 9.23%	944 $71 Million
Q1 2023 Oct 01, 2025	BUY	$65.27 - $73.55 $15,338 - $17,284	235 Added 29.19%	1,040 $74.6 Million
Q3 2022 Oct 01, 2025	BUY	$62.91 - $76.54 $14,783 - $17,986	235 Added 29.19%	1,040 $65.4 Million
Q1 2022 Oct 01, 2025	BUY	$74.15 - $88.3 $17,425 - $20,750	235 Added 29.19%	1,040 $84.3 Million
Q4 2021 Oct 02, 2025	BUY	$79.7 - $88.45 $34,669 - $38,475	435 Added 79.09%	985 $86.6 Million
Q1 2021 Oct 02, 2025	SELL	$69.3 - $74.47 $17,671 - $18,989	-255 Reduced 31.68%	550 $40.6 Million
Q4 2020 Oct 02, 2025	SELL	$60.54 - $70.17 $19,978 - $23,156	-330 Reduced 40.99%	475 $33.3 Million
Q1 2020 Oct 02, 2025	SELL	$39.72 - $60.05 $13,107 - $19,816	-330 Reduced 40.99%	475 $21.8 Million
Q4 2019 Oct 06, 2025	SELL	$50.36 - $56.77 $16,618 - $18,734	-330 Reduced 40.99%	475 $26.9 Million

Others Institutions Holding ESGV

# of Institutions

673

Shares Held

30.8M

Call Options Held

Put Options Held

2.8K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.

Account