Bernard Wealth Management’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	$8.77K	Hold	80	–	–	﹤0.01%	220
2025 Q1	$7.84K	Buy	80 +6	+8%	+$588	﹤0.01%	234
2024 Q4	$7.76K	Buy	+74	New	+$7.76K	﹤0.01%	222