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FSM Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

FSM Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,869
Closed -$216K – 157
2023
Q3 		$216K Buy
2,869
+8
+0.3% +$602 0.11% 136
2023
Q2 		$224K Buy
2,861
+4
+0.1% +$313 0.11% 151
2023
Q1 		$205K Buy
+2,857
New +$205K 0.12% 151