Values Added Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Values Added Financial’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 Q3	$1.65M	Sell
2025 Q2	$1.64M	Sell
2025 Q1	$1.68M	Buy
2024 Q4	$1.47M	Buy
2024 Q3	$1.41M	Hold
2024 Q2	$1.34M	Buy
2024 Q1	$1.23M	Hold
2023 Q4	$1.12M	Buy
2023 Q3	$897K	Sell
2023 Q2	$960K	Buy