Clearview Wealth 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 Q4	$1.06M	Sell	8,758 -188	-2%	-$22.6K	0.67%	35
2025 Q3	$1.06M	Hold	8,946	–	–	0.68%	32
2025 Q2	$981K	Sell	8,946 -28	-0.3%	-$2.82K	0.68%	33
2025 Q1	$879K	Sell	8,974 -377	-4%	-$39.4K	0.66%	33
2024 Q4	$981K	Sell	9,351 -482	-5%	-$50.6K	0.75%	31
2024 Q3	$1,000K	Sell	9,833 -398	-4%	-$39K	0.77%	28
2024 Q2	$989K	Sell	10,231 -16	-0.2%	-$1.48K	0.86%	28
2024 Q1	$955K	Sell	10,247 -1,567	-13%	-$139K	0.97%	21
2023 Q4	$1M	Buy	11,814 +18	+0.2%	+$1.42K	1.17%	25
2023 Q3	$887K	Sell	11,796 -233	-2%	-$18.3K	1.1%	24
2023 Q2	$942K	Sell	12,029 -79	-0.7%	-$5.82K	0.96%	25
2023 Q1	$868K	Sell	12,108 -14,941	-55%	-$1.04M	0.88%	24
2022 Q4	$1.78M	Buy	+27,049	New	+$1.8M	1.38%	15