Essential Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Essential Planning’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 Q3	$429K	Sell
2025 Q2	$399K	Sell
2025 Q1	$363K	Sell
2024 Q4	$26.6M	Buy
2024 Q3	$411K	Sell
2024 Q2	$403K	Buy