Essential Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$399K	Sell	3,640 -67	-2%	-$7.35K	0.15%	58
2025 Q1	$363K	Sell	3,707 -250,283	-99%	-$24.5M	0.15%	56
2024 Q4	$26.6M	Buy	253,990 +249,951	+6,188%	+$26.2M	0.17%	49
2024 Q3	$411K	Sell	4,039 -132	-3%	-$13.4K	0.17%	52
2024 Q2	$403K	Buy	+4,171	New	+$403K	0.18%	48