Elwood & Goetz Wealth Advisory Group’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
5,945
+174
| +3% | +$8.3K | 0.06% | 92 |
|
|
2025
Q1 | $247K | Sell |
5,771
-302
| -5% | -$12.9K | 0.06% | 86 |
|
|
2024
Q4 | $275K | Buy |
6,073
+303
| +5% | +$13.7K | 0.07% | 80 |
|
|
2024
Q3 | $255K | Hold |
5,770
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $243K | Buy |
+5,770
| New | +$243K | 0.07% | 69 |
|
|
2023
Q1 | – | Sell |
-7,875
| Closed | -$224K | – | 69 |
|
|
2022
Q4 | $224K | Buy |
+7,875
| New | +$224K | 0.07% | 61 |
|