Obermeyer Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Obermeyer Wealth Partners’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$312K	Hold
2025 Q2	$289K	Hold
2025 Q1	$258K	Buy
2024 Q4	$252K	Buy
2024 Q3	$229K	Buy