OFC Financial Planning’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	$201K	Buy	+1,832	New	+$201K	0.21%	56
2025 Q1	–	Sell	-2,378	Closed	-$249K	–	55
2024 Q4	$249K	Buy	+2,378	New	+$249K	0.26%	50