Mallini Complete Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.22M Buy
29,353
+2,322
+9% +$255K 4.07% 5
2025
Q1
$2.65M Sell
27,031
-6,470
-19% -$634K 2.53% 5
2024
Q4
$3.51M Buy
+33,501
New +$3.51M 3.34% 5