Legacy Capital Wealth Partners’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	$364K	Hold	3,320	–	–	0.08%	272
2025 Q1	$325K	Buy	3,320 +189	+6%	+$18.5K	0.08%	264
2024 Q4	$328K	Buy	3,131 +288	+10%	+$30.2K	0.08%	256
2024 Q3	$289K	Buy	2,843 +605	+27%	+$61.5K	0.06%	278
2024 Q2	$216K	Buy	+2,238	New	+$216K	0.06%	286