MWM
MBE 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 | $266K | Buy |
2,424
+16
| +0.7% | +$1.75K | 0.12% | 108 |
|
|
2025
Q1 | $236K | Buy |
+2,408
| New | +$236K | 0.11% | 107 |
|
|
2021
Q3 | – | Sell |
-2,503
| Closed | -$200K | – | 61 |
|
|
2021
Q2 | $200K | Sell |
2,503
-10,934
| -81% | -$874K | 0.1% | 58 |
|
|
2021
Q1 | $991K | Sell |
13,437
-10,076
| -43% | -$743K | 0.54% | 24 |
|
|
2020
Q4 | $1.65M | Sell |
23,513
-8,722
| -27% | -$612K | 1.12% | 15 |
|
|
2020
Q3 | $1.82M | Hold |
32,235
| – | – | 1.53% | 13 |
|
|
2020
Q2 | $1.82M | Buy |
32,235
+1,158
| +4% | +$65.3K | 1.53% | 13 |
|
|
2020
Q1 | $1.42M | Buy |
31,077
+9,652
| +45% | +$442K | 1.36% | 13 |
|
|
2019
Q4 | $1.21M | Buy |
+21,425
| New | +$1.21M | 1.21% | 14 |
|