MWA
Martel 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 | $241K | Hold |
2,200
| – | – | 0.04% | 64 |
|
|
2025
Q1 | $215K | Hold |
2,200
| – | – | 0.04% | 67 |
|
|
2024
Q4 | $231K | Hold |
2,200
| – | – | 0.05% | 65 |
|
|
2024
Q3 | $223K | Hold |
2,200
| – | – | 0.05% | 50 |
|
|
2024
Q2 | $213K | Hold |
2,200
| – | – | 0.05% | 52 |
|
|
2024
Q1 | $205K | Sell |
2,200
-758
| -26% | -$70.6K | 0.04% | 54 |
|
|
2023
Q4 | $252K | Buy |
2,958
+93
| +3% | +$7.91K | 0.06% | 48 |
|
|
2023
Q3 | $216K | Hold |
2,865
| – | – | 0.05% | 50 |
|
|
2023
Q2 | $224K | Hold |
2,865
| – | – | 0.05% | 52 |
|
|
2023
Q1 | $205K | Buy |
+2,865
| New | +$205K | 0.05% | 49 |
|
|
2022
Q2 | – | Sell |
-2,489
| Closed | -$202K | – | 48 |
|
|
2022
Q1 | $202K | Hold |
2,489
| – | – | 0.05% | 50 |
|
|
2021
Q4 | $219K | Buy |
+2,489
| New | +$219K | 0.05% | 46 |
|