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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$988K	Buy
2025 Q1	$382K	Hold
2024 Q4	$409K	Buy