WOSD
WFA of San Diego’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.7K | Buy |
+873
| New | +$95.7K | 0.07% | 142 |
|
|
2024
Q3 | $93.6K | Hold |
921
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $89K | Buy |
+921
| New | +$89K | 0.08% | 128 |
|
|
2023
Q3 | $69.3K | Hold |
921
| – | – | 0.07% | 144 |
|
|
2023
Q2 | $72.2K | Buy |
+921
| New | +$72.2K | 0.07% | 138 |
|
|
2023
Q1 | – | Sell |
-921
| Closed | -$60.7K | – | 169 |
|
|
2022
Q4 | $60.7K | Buy |
+921
| New | +$60.7K | 0.05% | 176 |
|