MWM
Mascoma Wealth Management’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 | $46.7K | Sell |
426
-1,205
| -74% | -$132K | 0.01% | 196 |
|
|
2025
Q1 | $160K | Sell |
1,631
-6
| -0.4% | -$588 | 0.04% | 102 |
|
|
2024
Q4 | $172K | Buy |
1,637
+3
| +0.2% | +$315 | 0.04% | 102 |
|
|
2024
Q3 | $166K | Sell |
1,634
-197
| -11% | -$20K | 0.04% | 102 |
|
|
2024
Q2 | $177K | Buy |
1,831
+5
| +0.3% | +$483 | 0.05% | 99 |
|
|
2024
Q1 | $170K | Sell |
1,826
-1,010
| -36% | -$94.1K | 0.05% | 103 |
|
|
2023
Q4 | $241K | Buy |
2,836
+364
| +15% | +$31K | 0.07% | 89 |
|
|
2023
Q3 | $186K | Buy |
2,472
+8
| +0.3% | +$602 | 0.06% | 105 |
|
|
2023
Q2 | $195K | Sell |
2,464
-180
| -7% | -$14.2K | 0.06% | 105 |
|
|
2023
Q1 | $192K | Sell |
2,644
-285
| -10% | -$20.7K | 0.06% | 125 |
|
|
2022
Q4 | $193K | Buy |
2,929
+13
| +0.4% | +$856 | 0.06% | 117 |
|
|
2022
Q3 | $183K | Buy |
2,916
+10
| +0.3% | +$628 | 0.06% | 118 |
|
|
2022
Q2 | $193K | Sell |
2,906
-590
| -17% | -$39.2K | 0.07% | 113 |
|
|
2022
Q1 | $283K | Buy |
3,496
+7
| +0.2% | +$567 | 0.09% | 99 |
|
|
2021
Q4 | $307K | Sell |
3,489
-119
| -3% | -$10.5K | 0.11% | 86 |
|
|
2021
Q3 | $289K | Buy |
3,608
+344
| +11% | +$27.6K | 0.11% | 88 |
|
|
2021
Q2 | $261K | Buy |
3,264
+5
| +0.2% | +$400 | 0.11% | 93 |
|
|
2021
Q1 | $240K | Buy |
+3,259
| New | +$240K | 0.1% | 97 |
|
|
2019
Q3 | – | Sell |
-2,110
| Closed | -$108K | – | 162 |
|
|
2019
Q2 | $108K | Buy |
+2,110
| New | +$108K | 0.07% | 110 |
|