Evoke Wealth’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	$7.49M	Buy	66,700 +46	+0.1%	+$5.46K	0.14%	69
2025 Q4	$8.06M	Sell	66,654 -26,318	-28%	-$3.16M	0.16%	68
2025 Q3	$11M	Sell	92,972 -25,335	-21%	-$2.88M	0.23%	54
2025 Q2	$13M	Buy	118,307 +2,841	+2%	+$286K	0.3%	44
2025 Q1	$11.3M	Buy	115,466 +3,441	+3%	+$360K	0.3%	44
2024 Q4	$11.8M	Buy	112,025 +11,237	+11%	+$1.18M	0.33%	41
2024 Q3	$10.2M	Buy	100,788 +17,229	+21%	+$1.69M	0.28%	46
2024 Q2	$8.07M	Sell	83,559 -23,714	-22%	-$2.2M	11.85%	3
2024 Q1	$10M	Buy	107,273 +25,214	+31%	+$2.24M	0.3%	44
2023 Q4	$6.98M	Sell	82,059 -49,353	-38%	-$3.89M	13.96%	2
2023 Q3	$9.88M	Sell	131,412 -949	-0.7%	-$74.5K	0.35%	36
2023 Q2	$10.4M	Sell	132,361 -26,227	-17%	-$1.93M	0.36%	34
2023 Q1	$11.4M	Sell	158,588 -48,451	-23%	-$3.38M	0.42%	30
2022 Q4	$13.6M	Buy	+207,039	New	+$13.8M	0.49%	33