Liberty 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	$266K	Buy	2,424 +262	+12%	+$28.7K	0.04%	181
2025 Q1	$212K	Buy	+2,162	New	+$212K	0.04%	146
2021 Q4	–	Sell	-99	Closed	-$8K	–	452
2021 Q3	$8K	Buy	99 +1	+1%	+$81	﹤0.01%	862
2021 Q2	$8K	Buy	+98	New	+$8K	﹤0.01%	699