Clearstead Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clearstead 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	$111K	Buy
2025 Q2	$38.9K	Hold
2025 Q1	$34.6K	Buy
2024 Q4	$37K	Buy
2024 Q3	$35.8K	Buy
2024 Q2	$33.9K	Sell
2024 Q1	$35K	Buy