Sequoia Financial Advisors’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	–	Sell	-4,365	Closed	-$428K	–	1570
2025 Q1	$428K	Buy	+4,365	New	+$428K	﹤0.01%	907