Level 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	$215K	Buy	+1,964	New	+$215K	0.13%	60
2025 Q1	–	Sell	-1,954	Closed	-$205K	–	53
2024 Q4	$205K	Buy	+1,954	New	+$205K	0.14%	53