Veridan Wealth’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$465K	Sell	10,861 -2,597	-19%	-$111K	0.21%	48
2024 Q4	$621K	Buy	+13,458	New	+$621K	0.29%	45
2024 Q2	$505K	Buy	+10,596	New	+$505K	0.2%	47