Brio Consultants’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Brio Consultants’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	$338K	Sell
2025 Q2	$339K	Sell
2025 Q1	$689K	Buy
2024 Q4	$254K	Buy
2024 Q1	–	Sell
2023 Q4	$250K	Buy
2023 Q3	$220K	Buy
2023 Q2	$229K	Buy
2022 Q3	–	Sell
2022 Q2	$644K	Buy