N.E.W. Advisory Services’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	$120K	Sell	1,098 -4,313	-80%	-$473K	0.01%	229
2025 Q1	$530K	Buy	5,411 +2,584	+91%	+$253K	0.04%	125
2024 Q4	$297K	Buy	2,827 +394	+16%	+$41.3K	0.03%	152
2024 Q3	$247K	Buy	2,433 +7	+0.3%	+$712	0.02%	169
2024 Q2	$234K	Buy	+2,426	New	+$234K	0.03%	161