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Veridan Wealth’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Veridan Wealth’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$311K Sell
5,819
-1,360
-19% -$72.8K 0.14% 63
2024
Q4 		$408K Buy
+7,179
New +$408K 0.19% 57
2024
Q2 		$346K Buy
+5,913
New +$346K 0.14% 62