OWP
ESGV icon

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$289K Hold
2,635
– – 0.01% 224
2025
Q1 		$258K Buy
2,635
+233
+10% +$22.8K 0.01% 219
2024
Q4 		$252K Buy
2,402
+145
+6% +$15.2K 0.01% 222
2024
Q3 		$229K Buy
+2,257
New +$229K 0.01% 234