Cornerstone Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$379K Sell
3,455
-75
-2% -$8.22K 0.1% 37
2025
Q1
$346K Hold
3,530
0.1% 35
2024
Q4
$370K Buy
3,530
+1,075
+44% +$113K 0.1% 35
2024
Q3
$250K Buy
2,455
+5
+0.2% +$508 0.07% 46
2024
Q2
$237K Buy
+2,450
New +$237K 0.07% 46