Wells Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$35.8K	–	70
2025 Q4	$35.8K	Hold	500	–	–	0.07%	56
2025 Q3	$34.7K	Hold	500	–	–	0.05%	61
2025 Q2	$32.8K	Hold	500	–	–	0.05%	65
2025 Q1	$29.5K	Hold	500	–	–	0.04%	64
2024 Q4	$28.4K	Hold	500	–	–	0.04%	66
2024 Q3	$30.8K	Sell	500 -115	-19%	-$6.78K	0.04%	64
2024 Q2	$35.2K	Hold	615	–	–	0.02%	69
2024 Q1	$35.3K	Hold	615	–	–	0.02%	59
2023 Q4	$34K	Hold	615	–	–	0.02%	56
2023 Q3	$31K	Hold	615	–	–	0.02%	55
2023 Q2	$32.7K	Buy	615 +256	+71%	+$13.6K	0.02%	55
2023 Q1	$18.8K	Hold	359	–	–	0.02%	58
2022 Q4	$17.7K	Buy	359 +249	+226%	+$11.8K	0.01%	56
2022 Q3	$5K	Hold	110	–	–	﹤0.01%	63
2022 Q2	$5K	Buy	110 +8	+8%	+$422	﹤0.01%	56
2022 Q1	$6K	Sell	102 -400	-80%	-$23.5K	0.01%	57
2021 Q4	$31K	Buy	502 +41	+9%	+$2.57K	0.02%	56
2021 Q3	$28K	Hold	461	–	–	0.02%	55
2021 Q2	$30K	Buy	461 +408	+770%	+$26.1K	0.03%	55
2021 Q1	$3K	Hold	53	–	–	﹤0.01%	62
2020 Q4	$3K	Buy	+53	New	+$2.94K	﹤0.01%	60