SVWAG
ESGV icon

Sound View Wealth Advisors Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Sound View Wealth Advisors Group’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$291K Hold
2,651
– – 0.02% 352
2025
Q1 		$260K Sell
2,651
-579
-18% -$56.7K 0.02% 355
2024
Q4 		$339K Buy
3,230
+27
+0.8% +$2.83K 0.03% 320
2024
Q3 		$326K Buy
+3,203
New +$326K 0.03% 321