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

IBEX Wealth Advisors’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	$378K	Buy
2025 Q1	–	Sell
2024 Q4	$345K	Buy
2023 Q1	–	Sell
2022 Q4	$214K	Buy
2021 Q4	–	Sell
2021 Q3	$11K	Buy