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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$566K	Sell	9,667 -233	-2%	-$13.6K	0.57%	34
2025 Q1	$530K	Buy	9,900 +1,000	+11%	+$53.5K	0.58%	33
2024 Q4	$503K	Buy	+8,900	New	+$503K	0.56%	33