White Lighthouse Investment Management’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	$5.23M	Buy	46,625 +1,332	+3%	+$158K	0.73%	28
2025 Q4	$5.48M	Buy	45,293 +3,371	+8%	+$404K	0.76%	26
2025 Q3	$4.97M	Sell	41,922 -1,320	-3%	-$150K	0.76%	27
2025 Q2	$4.74M	Buy	43,242 +1,197	+3%	+$121K	0.77%	28
2025 Q1	$4.12M	Buy	42,045 +1,566	+4%	+$164K	0.74%	29
2024 Q4	$4.25M	Sell	40,479 -161	-0.4%	-$16.9K	0.75%	29
2024 Q3	$4.13M	Buy	40,640 +708	+2%	+$69.4K	0.74%	29
2024 Q2	$3.86M	Sell	39,932 -613	-2%	-$56.8K	0.74%	30
2024 Q1	$3.78M	Buy	40,545 +2,478	+7%	+$220K	0.77%	28
2023 Q4	$3.24M	Buy	38,067 +451	+1%	+$35.5K	0.71%	30
2023 Q3	$2.83M	Buy	37,616 +46	+0.1%	+$3.61K	0.69%	29
2023 Q2	$2.94M	Sell	37,570 -1,279	-3%	-$94.2K	0.7%	29
2023 Q1	$2.79M	Sell	38,849 -1,250	-3%	-$87.1K	0.7%	32
2022 Q4	$2.64M	Buy	40,099 +904	+2%	+$60.3K	0.72%	30
2022 Q3	$2.47M	Buy	39,195 +344	+0.9%	+$24.1K	0.72%	32
2022 Q2	$2.58M	Buy	38,851 +1,743	+5%	+$126K	0.74%	31
2022 Q1	$3.01M	Buy	37,108 +2,684	+8%	+$216K	0.77%	31
2021 Q4	$3.03M	Buy	34,424 +2,672	+8%	+$228K	0.75%	32
2021 Q3	$2.54M	Buy	31,752 +218	+0.7%	+$18K	0.68%	35
2021 Q2	$2.52M	Buy	31,534 +4,742	+18%	+$368K	0.69%	34
2021 Q1	$1.98M	Sell	26,792 -94	-0.3%	-$6.81K	0.6%	36
2020 Q4	$1.89M	Sell	26,886 -454	-2%	-$30K	0.6%	38
2020 Q3	$1.69M	Sell	27,340 -1,735	-6%	-$105K	0.59%	38
2020 Q2	$1.64M	Sell	29,075 -405	-1%	-$21.3K	0.6%	39
2020 Q1	$1.35M	Buy	29,480 +14,685	+99%	+$792K	0.57%	40
2019 Q4	$837K	Buy	14,795 +4,625	+45%	+$250K	0.31%	57
2019 Q3	$528K	Buy	10,170 +4,180	+70%	+$216K	0.21%	73
2019 Q2	$306K	Buy	+5,990	New	+$300K	0.13%	99