LFA
Legacy Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
3,720
-174
| -4% | -$19.1K | 0.06% | 227 |
|
|
2025
Q1 | $381K | Hold |
3,894
| – | – | 0.06% | 248 |
|
|
2024
Q4 | $408K | Hold |
3,894
| – | – | 0.07% | 226 |
|
|
2024
Q3 | $396K | Sell |
3,894
-309
| -7% | -$31.4K | 0.07% | 231 |
|
|
2024
Q2 | $406K | Sell |
4,203
-397
| -9% | -$38.4K | 0.07% | 204 |
|
|
2024
Q1 | $429K | Sell |
4,600
-207
| -4% | -$19.3K | 0.08% | 195 |
|
|
2023
Q4 | $409K | Sell |
4,807
-736
| -13% | -$62.6K | 0.08% | 186 |
|
|
2023
Q3 | $417K | Sell |
5,543
-572
| -9% | -$43K | 0.08% | 160 |
|
|
2023
Q2 | $479K | Sell |
6,115
-172
| -3% | -$13.5K | 0.09% | 141 |
|
|
2023
Q1 | $451K | Buy |
+6,287
| New | +$451K | 0.09% | 137 |
|