LWA

Ledgewood Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Buy	+1,987	New	+$218K	0.14%	64
2025 Q1	–	Sell	-1,985	Closed	-$208K	–	71
2024 Q4	$208K	Buy	1,985 +1	+0.1%	+$105	0.13%	65
2024 Q3	$202K	Buy	+1,984	New	+$202K	0.14%	67