First National Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,610
Closed -$379K 217
2024
Q4
$379K Buy
3,610
+1,150
+47% +$121K 0.06% 153
2024
Q3
$250K Buy
+2,460
New +$250K 0.04% 204