FMWA
Forvis Mazars Wealth Advisors’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 | $1.02M | Sell |
9,291
-59
| -0.6% | -$6.47K | 0.02% | 203 |
|
|
2025
Q1 | $916K | Sell |
9,350
-15
| -0.2% | -$1.47K | 0.02% | 214 |
|
|
2024
Q4 | $982K | Sell |
9,365
-587
| -6% | -$61.6K | 0.02% | 225 |
|
|
2024
Q3 | $1.01M | Sell |
9,952
-128
| -1% | -$13K | 0.02% | 229 |
|
|
2024
Q2 | $974K | Sell |
10,080
-120
| -1% | -$11.6K | 0.02% | 213 |
|
|
2024
Q1 | $951K | Sell |
10,200
-1,503
| -13% | -$140K | 0.02% | 216 |
|
|
2023
Q4 | $995K | Sell |
11,703
-1,448
| -11% | -$123K | 0.03% | 206 |
|
|
2023
Q3 | $989K | Buy |
13,151
+732
| +6% | +$55.1K | 0.03% | 207 |
|
|
2023
Q2 | $973K | Buy |
12,419
+924
| +8% | +$72.4K | 0.03% | 218 |
|
|
2023
Q1 | $824K | Buy |
11,495
+1,298
| +13% | +$93.1K | 0.03% | 217 |
|
|
2022
Q4 | $672K | Buy |
10,197
+5,960
| +141% | +$393K | 0.02% | 228 |
|
|
2022
Q3 | $267K | Buy |
+4,237
| New | +$267K | 0.01% | 336 |
|