ZAM

Zevin Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$479K	Buy	+4,369	New	+$479K	0.07%	56
2024 Q1	–	Sell	-3,025	Closed	-$257K	–	87
2023 Q4	$257K	Hold	3,025	–	–	0.05%	78
2023 Q3	$228K	Buy	+3,025	New	+$228K	0.05%	77