Pine Harbor 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	$1.36M	Buy	12,387 +3	+0%	+$329	0.48%	29
2025 Q1	$1.21M	Sell	12,384 -148	-1%	-$14.5K	0.49%	30
2024 Q4	$1.31M	Sell	12,532 -831	-6%	-$87.2K	0.53%	29
2024 Q3	$1.36M	Buy	+13,363	New	+$1.36M	0.68%	26