LWM
ESGV icon

Lakeridge Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lakeridge Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,062
Closed -$216K – 156
2024
Q4 		$216K Hold
2,062
– – 0.11% 139
2024
Q3 		$210K Buy
+2,062
New +$210K 0.12% 147