Elm Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.03M	Hold	12,683	–	–	1.39%	21
2021 Q4	$1.12M	Sell	12,683 -25	-0.2%	-$2.2K	0.62%	29
2021 Q3	$1.02M	Buy	12,708 +45	+0.4%	+$3.6K	0.61%	30
2021 Q2	$1.01M	Buy	12,663 +620	+5%	+$49.6K	0.59%	29
2021 Q1	$888K	Buy	12,043 +225	+2%	+$16.6K	0.55%	33
2020 Q4	$829K	Sell	11,818 -267	-2%	-$18.7K	0.51%	32
2020 Q3	$747K	Hold	12,085	–	–	0.51%	39
2020 Q2	$681K	Sell	12,085 -505	-4%	-$28.5K	0.48%	41
2020 Q1	$576K	Hold	12,590	–	–	0.47%	44
2019 Q4	$712K	Hold	12,590	–	–	0.45%	43
2019 Q3	$654K	Hold	12,590	–	–	0.44%	45
2019 Q2	$644K	Hold	12,590	–	–	0.44%	44
2019 Q1	$618K	Buy	+12,590	New	+$618K	0.43%	46