Key Financial Inc’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	-365	Closed	-$35.8K	–	1446
2025 Q1	$35.8K	Hold	365	–	–	0.01%	538
2024 Q4	$38.3K	Buy	+365	New	+$38.3K	0.01%	523