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Quantum Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Quantum Financial Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$368K Hold
3,357
– – 0.05% 116
2025
Q1 		$329K Buy
3,357
+10
+0.3% +$979 0.05% 113
2024
Q4 		$351K Buy
+3,347
New +$351K 0.05% 113