Buckingham Strategic Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$608K Hold
2024
Q1
$582K Hold
2023
Q4
$526K Hold
2023
Q3
$469K Buy