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

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 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 $95,674. This represents 0.01% of its overall portfolio holdings.

Number of Shares
805
Previous 805 -0.0%
Holding current value
$95,674
Previous $88.3 Million 8.03%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
704
Shares Held
31.3M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
  • Industry ETFs
More about ESGV
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email