Blue Barn Wealth’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	–	Sell	-2,347	Closed	-$230K	–	160
2025 Q1	$230K	Hold	2,347	–	–	0.12%	132
2024 Q4	$246K	Hold	2,347	–	–	0.13%	113
2024 Q3	$239K	Hold	2,347	–	–	0.12%	129
2024 Q2	$227K	Sell	2,347 -252	-10%	-$23.4K	0.13%	115
2024 Q1	$242K	Hold	2,599	–	–	0.14%	105
2023 Q4	$221K	Sell	2,599 -243	-9%	-$19.2K	0.13%	103
2023 Q3	$214K	Sell	2,842 -575	-17%	-$45.1K	0.14%	106
2023 Q2	$268K	Sell	3,417 -350	-9%	-$25.8K	0.17%	94
2023 Q1	$270K	Buy	3,767 +100	+3%	+$6.97K	0.17%	95
2022 Q4	$242K	Buy	3,667 +64	+2%	+$4.27K	0.16%	97
2022 Q3	$227K	Hold	3,603	–	–	0.16%	97
2022 Q2	$239K	Sell	3,603 -1,023	-22%	-$73.9K	0.18%	88
2022 Q1	$375K	Hold	4,626	–	–	0.26%	63
2021 Q4	$407K	Hold	4,626	–	–	0.28%	57
2021 Q3	$370K	Hold	4,626	–	–	0.32%	56
2021 Q2	$370K	Buy	+4,626	New	+$359K	0.38%	50