VSM Wealth Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$660K Sell
6,018
-2
-0% -$219 0.22% 47
2025
Q1
$590K Buy
6,020
+61
+1% +$5.98K 0.21% 46
2024
Q4
$625K Buy
+5,959
New +$625K 0.22% 45