Keystone Wealth Services’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
2023 Q2	–	Sell	-4,180	Closed	-$300K	–	204
2023 Q1	$300K	Buy	+4,180	New	+$300K	0.12%	148