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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$608K Buy
5,547
+13
+0.2% +$1.43K 0.29% 14
2025
Q1
$542K Buy
5,534
+6
+0.1% +$588 0.3% 14
2024
Q4
$580K Buy
+5,528
New +$580K 0.32% 15