Morton Brown Family Wealth’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
2024
Q3
Sell
-2,515
Closed -$247K 273
2024
Q2
$247K Buy
+2,515
New +$247K 0.1% 49