Lokken Investment Group’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
2022 Q2	–	Sell	-5,691	Closed	-$415K	–	118
2022 Q1	$415K	Hold	5,691	–	–	0.33%	70
2021 Q4	$500K	Hold	5,691	–	–	0.36%	59
2021 Q3	$456K	Buy	+5,691	New	+$456K	0.36%	59