Mascoma Wealth 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
Q2 | $46.7K | Sell |
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|
2025
Q1 | $160K | Sell |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | $166K | Sell |
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|
2024
Q2 | $177K | Buy |
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|
2024
Q1 | $170K | Sell |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $195K | Sell |
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|
2023
Q1 | $192K | Sell |
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|
2022
Q4 | $193K | Buy |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | $193K | Sell |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $289K | Buy |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $108K | Buy |
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