VWA
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VSM Wealth Advisory’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

VSM Wealth Advisory’s Portfolio XVV Stock Details XVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$92.1K Buy
1,931
+235
+14% +$11.2K 0.03% 145
2025
Q1 		$72.6K Buy
1,696
+353
+26% +$15.1K 0.03% 158
2024
Q4 		$60.8K Buy
+1,343
New +$60.8K 0.02% 178