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LRI Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

LRI Investments’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$494K Hold
4,507
– – 0.04% 180
2025
Q1 		$441K Buy
4,507
+3,886
+626% +$381K 0.04% 178
2024
Q4 		$65.1K Buy
+621
New +$65.1K 0.01% 491