Atlas Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$77.9K	Sell	710 -354	-33%	-$35.7K	0.01%	568
2025 Q1	$104K	Sell	1,064 -708	-40%	-$74K	0.01%	542
2024 Q4	$186K	Buy	1,772 +21	+1%	+$2.2K	0.02%	402
2024 Q3	$178K	Buy	1,751 +1	+0.1%	+$98	0.03%	394
2024 Q2	$169K	Buy	1,750 +2	+0.1%	+$185	0.02%	412
2024 Q1	$163K	Buy	1,748 +2	+0.1%	+$178	0.03%	403
2023 Q4	$149K	Buy	1,746 +2	+0.1%	+$158	0.02%	427
2023 Q3	$131K	Buy	1,744 +2	+0.1%	+$157	0.02%	411
2023 Q2	$137K	Buy	1,742 +2	+0.1%	+$147	0.02%	424
2023 Q1	$125K	Sell	1,740 -1,010	-37%	-$70.4K	0.02%	426
2022 Q4	$181K	Sell	2,750 -2,397	-47%	-$160K	0.03%	356
2022 Q3	$324K	Buy	5,147 +505	+11%	+$35.4K	0.06%	251
2022 Q2	$308K	Sell	4,642 -495	-10%	-$35.7K	0.05%	278
2022 Q1	$417K	Buy	5,137 +4	+0.1%	+$322	0.06%	237
2021 Q4	$451K	Buy	5,133 +5	+0.1%	+$427	0.07%	229
2021 Q3	$411K	Buy	5,128 +4	+0.1%	+$330	0.07%	231
2021 Q2	$410K	Buy	5,124 +4	+0.1%	+$310	0.07%	237
2021 Q1	$378K	Buy	5,120 +1,748	+52%	+$127K	0.07%	229
2020 Q4	$237K	Buy	3,372 +7	+0.2%	+$462	0.05%	279
2020 Q3	$208K	Buy	3,365 +88	+3%	+$5.35K	0.05%	286
2020 Q2	$185K	Buy	3,277 +6	+0.2%	+$315	0.04%	324
2020 Q1	$150K	Hold	3,271	–	–	0.04%	312
2019 Q4	$185K	Buy	+3,271	New	+$177K	0.05%	327