Fortis Group Advisors’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
Q2
$74.6K Hold
680
0.01% 232
2025
Q1
$66.6K Hold
680
0.01% 204
2024
Q4
$71.3K Hold
680
0.01% 203
2024
Q3
$69.1K Hold
680
0.01% 195
2024
Q2
$65.7K Hold
680
0.01% 193
2024
Q1
$63.4K Sell
680
-680
-50% -$63.4K 0.01% 216
2023
Q4
$116K Buy
+1,360
New +$116K 0.03% 136