JAA
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Joel Adams & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Joel Adams & Associates’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$988K Buy
9,014
+5,110
+131% +$560K 0.87% 20
2025
Q1 		$382K Hold
3,904
– – 0.34% 37
2024
Q4 		$409K Buy
+3,904
New +$409K 0.37% 36