LFA
LifeGuide 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 | $15.8M | Sell |
143,686
-4,043
| -3% | -$443K | 5.81% | 5 |
|
|
2025
Q1 | $14.5M | Buy |
147,729
+2,295
| +2% | +$225K | 5.9% | 5 |
|
|
2024
Q4 | $15.3M | Buy |
145,434
+17,452
| +14% | +$1.83M | 6.54% | 5 |
|
|
2024
Q3 | $13M | Buy |
127,982
+11,228
| +10% | +$1.14M | 5.55% | 5 |
|
|
2024
Q2 | $11.3M | Buy |
116,754
+4,940
| +4% | +$477K | 5.48% | 5 |
|
|
2024
Q1 | $10.4M | Buy |
111,814
+5,047
| +5% | +$470K | 5.25% | 6 |
|
|
2023
Q4 | $9.08M | Buy |
106,767
+9,844
| +10% | +$837K | 4.8% | 6 |
|
|
2023
Q3 | $7.29M | Buy |
96,923
+29,873
| +45% | +$2.25M | 4.26% | 6 |
|
|
2023
Q2 | $5.25M | Buy |
67,050
+42,356
| +172% | +$3.32M | 3.55% | 6 |
|
|
2023
Q1 | $1.77M | Buy |
+24,694
| New | +$1.77M | 1.42% | 6 |
|