Silver Oak Wealth Advisors 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	$16.3M	Sell	148,866 -28,225	-16%	-$3.09M	11.76%	3
2025 Q1	$17.3M	Buy	177,091 +720	+0.4%	+$70.5K	15.47%	1
2024 Q4	$18.5M	Buy	+176,371	New	+$18.5M	16%	1