Mokosak Advisory Group’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 | $541K | Sell |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $553K | Sell |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $531K | Sell |
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|
2020
Q4 | $516K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $436K | Buy |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $346K | Sell |
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|
2019
Q3 | $332K | Buy |
|