Confluence Wealth Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Confluence Wealth Services’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 Q2	$522K	Buy
2025 Q1	$445K	Buy
2024 Q4	$515K	Buy
2024 Q3	$479K	Buy
2024 Q2	$451K	Buy
2024 Q1	$410K	Buy
2023 Q4	$248K	Buy
2022 Q1	–	Sell
2021 Q4	$67K	Buy