MAM
McLean Asset 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 | $1.64M | Hold |
14,943
| – | – | 0.43% | 33 |
|
|
2025
Q1 | $1.3M | Buy |
14,943
+11,200
| +299% | +$974K | 0.43% | 34 |
|
|
2024
Q4 | $393K | Hold |
3,743
| – | – | 0.12% | 89 |
|
|
2024
Q3 | $379K | Hold |
3,743
| – | – | 0.11% | 89 |
|
|
2024
Q2 | $374K | Hold |
3,743
| – | – | 0.12% | 89 |
|
|
2024
Q1 | $345K | Hold |
3,743
| – | – | 0.12% | 96 |
|
|
2023
Q4 | $312K | Hold |
3,743
| – | – | 0.12% | 95 |
|
|
2023
Q3 | $287K | Hold |
3,743
| – | – | 0.12% | 97 |
|
|
2023
Q2 | $293K | Hold |
3,743
| – | – | 0.12% | 96 |
|
|
2023
Q1 | $268K | Hold |
3,743
| – | – | 0.11% | 99 |
|
|
2022
Q4 | $247K | Buy |
3,743
+60
| +2% | +$3.95K | 0.08% | 114 |
|
|
2022
Q3 | $234K | Buy |
+3,683
| New | +$234K | 0.09% | 106 |
|