MFAM
M Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-278
| Closed | -$20K | – | 11 |
|
|
2023
Q1 | $20K | Hold |
278
| – | – | 0.07% | 11 |
|
|
2022
Q4 | $19K | Buy |
278
+5
| +2% | +$342 | 0.07% | 11 |
|
|
2022
Q3 | $17K | Hold |
273
| – | – | 0.07% | 11 |
|
|
2022
Q2 | $18K | Hold |
273
| – | – | 0.08% | 11 |
|
|
2022
Q1 | $22K | Hold |
273
| – | – | 0.09% | 10 |
|
|
2021
Q4 | $24K | Hold |
273
| – | – | 0.1% | 11 |
|
|
2021
Q3 | $22K | Hold |
273
| – | – | 0.11% | 11 |
|
|
2021
Q2 | $22K | Buy |
+273
| New | +$22K | 0.13% | 11 |
|