AWM
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Aprio Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Aprio Wealth Management’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 		$402K Sell
3,666
-951
-21% -$104K 0.05% 230
2025
Q1 		$452K Buy
+4,617
New +$452K 0.06% 191