Retirement Planning Group (Kansas)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio ESGV Stock Details ESGV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy
2025 Q4	$327K	Hold
2025 Q3	$320K	Buy
2025 Q2	$285K	Sell
2025 Q1	$427K	Sell
2024 Q4	$491K	Sell
2024 Q3	$486K	Buy
2022 Q1	–	Sell
2021 Q4	$232K	Buy
2021 Q3	$202K	Hold
2021 Q2	$202K	Buy