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

Evermay 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	$265K	Hold
2025 Q1	$237K	Hold
2024 Q4	$253K	Hold
2024 Q3	$245K	Hold
2024 Q2	$233K	Hold
2024 Q1	$225K	Hold
2023 Q4	$205K	Hold
2023 Q3	$182K	Buy
2023 Q2	$183K	Buy