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

EP Wealth 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 Q2	$572K	Sell
2025 Q1	$531K	Sell
2024 Q4	$999K	Sell
2024 Q3	$1.43M	Buy
2024 Q2	$1.2M	Hold
2024 Q1	$1.15M	Sell
2023 Q4	$1.66M	Buy
2023 Q1	–	Sell
2022 Q4	$176K	Buy