MAI Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $863K | Sell |
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|
2025
Q2 | $806K | Sell |
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|
2025
Q1 | $729K | Sell |
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|
2024
Q4 | $852K | Buy |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $563K | Sell |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $243K | Buy |
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