Oxford Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Oxford Financial Group’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 Q2	$219K	Hold
2025 Q1	$196K	Hold
2024 Q4	$209K	Hold
2024 Q3	$203K	Hold
2024 Q2	$193K	Sell
2024 Q1	$205K	Hold
2023 Q4	$188K	Hold
2023 Q3	$166K	Hold
2023 Q2	$173K	Buy