Corient Private Wealth LLC

Position in ESGV — VANGUARD ESG U.S. STOCK ETF

CIK 1948780 MIAMI, FL

Back to ESGV Full portfolio

All Filings in ESGV

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 ESGV	$5,132,498	38,812	-0.8%	Shares	Sole	2026-08-27
2026-03-31 ESGV	$4,391,553	39,116	+4.1%	Shares	Sole	2026-05-15
2025-12-31 ESGV	$4,547,128	37,592	+950.3%	Shares	Sole	2026-03-09
2025-09-30 ESGV	$423,896	3,579	+57.5%	Shares	Sole	2025-11-14
2025-06-30 ESGV	$249,102	2,272	-93.3%	Shares	Sole	2025-09-26
2025-03-31 ESGV	$3,328,536	33,982	+6.5%	Shares	Sole	2025-05-14
2024-12-31 ESGV	$3,347,879	31,918	-8.4%	Shares	Sole	2025-02-10
2024-09-30 ESGV	$3,541,689	34,842	+3.4%	Shares	Sole	2024-11-12
2024-06-30 ESGV	$3,256,383	33,703	+4.3%	Shares	Sole	2024-08-13
2024-03-31 ESGV	$3,010,409	32,304	+0.6%	Shares	Sole	2024-05-09
2023-12-31 ESGV	$2,732,637	32,126	+18.4%	Shares	Sole	2024-02-09
2023-09-30 ESGV	$2,041,019	27,134	-54.7%	Shares	Sole	2023-11-03
2023-06-30 ESGV	$4,693,400	59,903	-1.7%	Shares	Sole	2023-08-10
2023-03-31 ESGV	$4,371,513	60,961	+1.8%	Shares	Sole	2023-05-15
2022-12-31 ESGV	$3,944,289	59,889	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.