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

Dakota Wealth Management’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	$330K	Buy
2025 Q1	$245K	Hold
2024 Q4	$263K	Buy
2022 Q2	–	Sell
2022 Q1	$336K	Sell
2021 Q4	$415K	Buy
2021 Q3	$270K	Buy
2021 Q2	$262K	Buy
2021 Q1	$234K	Hold
2020 Q4	$222K	Buy