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Wingate Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wingate Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.58M Buy
14,446
+35
+0.2% +$3.84K 1.41% 26
2025
Q1 		$1.41M Buy
14,411
+38
+0.3% +$3.72K 1.62% 22
2024
Q4 		$1.51M Buy
+14,373
New +$1.51M 1.48% 22