Highland Financial Advisors’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	–	Sell	-3,741	Closed	-$366K	–	55
2025 Q1	$366K	Buy	+3,741	New	+$366K	0.13%	41