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Octavia Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Octavia Wealth Advisors’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 		$259K Sell
2,360
-25
-1% -$2.74K 0.03% 186
2025
Q1 		$234K Buy
2,385
+245
+11% +$24K 0.03% 203
2024
Q4 		$224K Buy
+2,140
New +$224K 0.03% 206