Keudell/Morrison Wealth Management’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	$230K	Buy	2,100 +14	+0.7%	+$1.54K	0.05%	200
2025 Q1	$204K	Sell	2,086 -146	-7%	-$14.3K	0.05%	205
2024 Q4	$234K	Buy	2,232 +2	+0.1%	+$210	0.06%	193
2024 Q3	$227K	Buy	+2,230	New	+$227K	0.06%	193