Walkner Condon Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,620	Closed	-$275K	–	275
2024 Q4	$275K	Hold	2,620	–	–	0.06%	227
2024 Q3	$266K	Hold	2,620	–	–	0.05%	222
2024 Q2	$253K	Sell	2,620 -1,870	-42%	-$173K	0.05%	219
2024 Q1	$418K	Hold	4,490	–	–	0.09%	174
2023 Q4	$382K	Hold	4,490	–	–	0.09%	182
2023 Q3	$338K	Buy	4,490 +120	+3%	+$9.41K	0.09%	172
2023 Q2	$342K	Hold	4,370	–	–	0.09%	167
2023 Q1	$313K	Sell	4,370 -80	-2%	-$5.58K	0.09%	167
2022 Q4	$293K	Hold	4,450	–	–	0.09%	168
2022 Q3	$280K	Hold	4,450	–	–	0.09%	166
2022 Q2	$295K	Buy	4,450 +176	+4%	+$12.7K	0.09%	172
2022 Q1	$347K	Sell	4,274 -491	-10%	-$39.5K	0.1%	164
2021 Q4	$419K	Buy	+4,765	New	+$407K	0.27%	82
2021 Q3	–	Sell	-2,683	Closed	-$214K	–	152
2021 Q2	$214K	Buy	+2,683	New	+$208K	0.08%	159