MSA
Marino Stram & Associates’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 | $1.44M | Sell |
13,150
-384
| -3% | -$42.1K | 0.29% | 58 |
|
|
2025
Q1 | $1.33M | Sell |
13,534
-153
| -1% | -$15K | 0.29% | 52 |
|
|
2024
Q4 | $1.44M | Sell |
13,687
-184
| -1% | -$19.3K | 0.32% | 49 |
|
|
2024
Q3 | $1.41M | Sell |
13,871
-41
| -0.3% | -$4.17K | 0.31% | 52 |
|
|
2024
Q2 | $1.34M | Sell |
13,912
-463
| -3% | -$44.7K | 0.33% | 50 |
|
|
2024
Q1 | $1.34M | Sell |
14,375
-106
| -0.7% | -$9.88K | 0.32% | 49 |
|
|
2023
Q4 | $1.23M | Sell |
14,481
-955
| -6% | -$81.2K | 0.32% | 51 |
|
|
2023
Q3 | $1.16M | Sell |
15,436
-444
| -3% | -$33.4K | 0.34% | 49 |
|
|
2023
Q2 | $1.24M | Sell |
15,880
-90
| -0.6% | -$7.05K | 0.35% | 46 |
|
|
2023
Q1 | $1.15M | Sell |
15,970
-661
| -4% | -$47.4K | 0.35% | 48 |
|
|
2022
Q4 | $1.1M | Sell |
16,631
-2,869
| -15% | -$189K | 0.35% | 47 |
|
|
2022
Q3 | $1.23M | Sell |
19,500
-1,040
| -5% | -$65.4K | 0.44% | 38 |
|
|
2022
Q2 | $1.36M | Buy |
20,540
+19
| +0.1% | +$1.26K | 0.47% | 36 |
|
|
2022
Q1 | $1.66M | Buy |
20,521
+2,674
| +15% | +$217K | 0.52% | 35 |
|
|
2021
Q4 | $1.57M | Buy |
17,847
+4,016
| +29% | +$353K | 0.48% | 36 |
|
|
2021
Q3 | $1.11M | Buy |
13,831
+10,456
| +310% | +$837K | 0.38% | 44 |
|
|
2021
Q2 | $270K | Sell |
3,375
-2,299
| -41% | -$184K | 0.07% | 220 |
|
|
2021
Q1 | $418K | Buy |
+5,674
| New | +$418K | 0.16% | 93 |
|