EWM
Evermay Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
2,415
| – | – | 0.03% | 174 |
|
|
2025
Q1 | $237K | Hold |
2,415
| – | – | 0.03% | 175 |
|
|
2024
Q4 | $253K | Hold |
2,415
| – | – | 0.04% | 174 |
|
|
2024
Q3 | $245K | Hold |
2,415
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $233K | Hold |
2,415
| – | – | 0.04% | 184 |
|
|
2024
Q1 | $225K | Hold |
2,415
| – | – | 0.03% | 190 |
|
|
2023
Q4 | $205K | Hold |
2,415
| – | – | 0.04% | 178 |
|
|
2023
Q3 | $182K | Buy |
2,415
+85
| +4% | +$6.39K | 0.04% | 175 |
|
|
2023
Q2 | $183K | Buy |
+2,330
| New | +$183K | 0.04% | 184 |
|