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

Level Wealth Management’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 Q3	$233K	Buy
2025 Q2	$215K	Buy
2025 Q1	–	Sell
2024 Q4	$205K	Buy