Amplius Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Amplius Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$215K	Buy
2022 Q1	–	Sell
2021 Q4	$72K	Buy