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Phillips Financial Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Phillips Financial Management’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 		$38K Hold
347
– – ﹤0.01% 231
2025
Q1 		$34K Hold
347
– – ﹤0.01% 224
2024
Q4 		$36.4K Sell
347
-166
-32% -$17.4K ﹤0.01% 217
2024
Q3 		$52.1K Buy
+513
New +$52.1K ﹤0.01% 217