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

Momentous Wealth Management’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 		$249K Sell
2,274
-553
-20% -$60.6K 0.16% 36
2025
Q1 		$277K Sell
2,827
-161
-5% -$15.8K 0.2% 31
2024
Q4 		$313K Buy
+2,988
New +$313K 0.26% 24