Diversified Portfolios Inc’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
2026 Q1	$14.7M	Buy	130,513 +4,908	+4%	+$583K	1.2%	20
2025 Q4	$15.2M	Sell	125,605 -1,588	-1%	-$190K	1.26%	17
2025 Q3	$15.1M	Sell	127,193 -11,402	-8%	-$1.3M	1.33%	17
2025 Q2	$15.2M	Buy	138,595 +1,092	+0.8%	+$110K	1.45%	17
2025 Q1	$13.5M	Buy	137,503 +7,752	+6%	+$811K	1.42%	18
2024 Q4	$13.6M	Sell	129,751 -12,509	-9%	-$1.31M	1.48%	18
2024 Q3	$14.5M	Sell	142,260 -4,367	-3%	-$428K	1.62%	17
2024 Q2	$14.2M	Sell	146,627 -5,499	-4%	-$510K	1.87%	15
2024 Q1	$14.2M	Sell	152,126 -5,072	-3%	-$451K	2%	14
2023 Q4	$13.4M	Sell	157,198 -314	-0.2%	-$24.7K	2.1%	13
2023 Q3	$11.8M	Sell	157,512 -9,329	-6%	-$732K	2.23%	12
2023 Q2	$13.1M	Buy	166,841 +828	+0.5%	+$61K	2.62%	10
2023 Q1	$11.9M	Buy	166,013 +6,696	+4%	+$467K	2.65%	9
2022 Q4	$10.5M	Sell	159,317 -105	-0.1%	-$7K	2.41%	11
2022 Q3	$10M	Buy	159,422 +1,190	+0.8%	+$83.5K	2.7%	6
2022 Q2	$10.5M	Buy	158,232 +7,003	+5%	+$506K	2.93%	6
2022 Q1	$12.3M	Buy	151,229 +5,893	+4%	+$474K	2.94%	6
2021 Q4	$12.8M	Sell	145,336 -6,834	-4%	-$584K	3.07%	6
2021 Q3	$12.2M	Sell	152,170 -1,078	-0.7%	-$88.8K	3.37%	6
2021 Q2	$12.3M	Buy	153,248 +9	+0%	+$698	4.62%	5
2021 Q1	$11.3M	Sell	153,239 -2,368	-2%	-$171K	3.72%	6
2020 Q4	$10.9M	Sell	155,607 -39	-0%	-$2.57K	3.91%	6
2020 Q3	$9.62M	Sell	155,646 -22,553	-13%	-$1.37M	4.16%	6
2020 Q2	$10M	Buy	178,199 +16,780	+10%	+$882K	4.81%	6
2020 Q1	$7.39M	Buy	161,419 +7,596	+5%	+$410K	4.1%	6
2019 Q4	$8.7M	Buy	153,823 +1,328	+0.9%	+$71.7K	4.12%	6
2019 Q3	$7.92M	Buy	+152,495	New	+$7.89M	4.01%	6