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

Veridan Wealth’s Portfolio XVV Stock Details XVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$465K	Sell
2024 Q4	$621K	Buy
2024 Q2	$505K	Buy