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Antonelli Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Antonelli Financial Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$324K Buy
2,956
+111
+4% +$12.2K 0.23% 38
2025
Q1 		$279K Buy
2,845
+935
+49% +$91.6K 0.22% 40
2024
Q4 		$200K Buy
+1,910
New +$200K 0.17% 48