Spire 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
2024 Q2	–	Sell	-750	Closed	-$69.9K	–	2265
2024 Q1	$69.9K	Hold	750	–	–	﹤0.01%	1108
2023 Q4	$64.8K	Buy	750 +6	+0.8%	+$518	﹤0.01%	1116
2023 Q3	$55.9K	Buy	744 +3	+0.4%	+$226	﹤0.01%	1138
2023 Q2	$58.1K	Buy	+741	New	+$58.1K	﹤0.01%	1141