Morling Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Morling Financial Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$149K	Hold
2024 Q4	$160K	Hold
2024 Q3	$155K	Buy
2023 Q2	–	Sell
2023 Q1	$195K	Sell
2022 Q4	$193K	Buy