Wealthspire Advisors (New York)’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
2026 Q1	$1.04M	Buy	9,253 +337	+4%	+$40K	0.01%	404
2025 Q4	$1.08M	Sell	8,916 -10,042	-53%	-$1.2M	0.01%	412
2025 Q3	$2.25M	Buy	18,958 +8	+0%	+$911	0.01%	259
2025 Q2	$2.08M	Buy	18,950 +4,118	+28%	+$415K	0.01%	274
2025 Q1	$1.45M	Buy	14,832 +9,225	+165%	+$965K	0.01%	322
2024 Q4	$588K	Hold	5,607	–	–	0.01%	471
2024 Q3	$570K	Hold	5,607	–	–	0.01%	465
2024 Q2	$542K	Sell	5,607 -4,482	-44%	-$415K	0.01%	417
2024 Q1	$940K	Buy	10,089 +26	+0.3%	+$2.31K	0.01%	326
2023 Q4	$856K	Sell	10,063 -432	-4%	-$34K	0.01%	338
2023 Q3	$789K	Sell	10,495 -401	-4%	-$31.5K	0.01%	316
2023 Q2	$854K	Buy	10,896 +11	+0.1%	+$810	0.01%	274
2023 Q1	$781K	Buy	10,885 +12	+0.1%	+$836	0.01%	291
2022 Q4	$716K	Buy	10,873 +50	+0.5%	+$3.33K	0.01%	317
2022 Q3	$681K	Buy	10,823 +589	+6%	+$41.3K	0.01%	292
2022 Q2	$680K	Buy	10,234 +2,954	+41%	+$213K	0.01%	270
2022 Q1	$590K	Sell	7,280 -208	-3%	-$16.7K	0.01%	246
2021 Q4	$658K	Hold	7,488	–	–	0.01%	275
2021 Q3	$599K	Buy	+7,488	New	+$617K	0.01%	322
2021 Q2	–	Sell	-7,488	Closed	-$552K	–	472
2021 Q1	$552K	Buy	+7,488	New	+$542K	0.01%	369