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

Concentric Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$413K Buy
4,062
+11
+0.3% +$1.12K 0.1% 103
2024
Q2 		$391K Buy
4,051
+13
+0.3% +$1.26K 0.1% 102
2024
Q1 		$376K Buy
+4,038
New +$376K 0.1% 105