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Root Financial Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Root Financial Partners’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 		$248K Sell
2,259
-332
-13% -$36.4K 0.02% 210
2025
Q1 		$254K Hold
2,591
– – 0.03% 175
2024
Q4 		$272K Buy
+2,591
New +$272K 0.03% 165