Sonoma Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sonoma Private Wealth’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$312K	Hold
2025 Q1	$279K	Sell
2024 Q4	$312K	Hold
2024 Q3	$302K	Hold
2024 Q2	$287K	Buy
2024 Q1	$277K	Buy
2023 Q4	$248K	Sell
2023 Q3	$226K	Hold
2023 Q2	$236K	Buy
2023 Q1	$211K	Buy