MAG
Mokosak Advisory Group’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 | $541K | Sell |
4,931
-91
| -2% | -$9.98K | 0.15% | 21 |
|
|
2025
Q1 | $492K | Sell |
5,022
-60
| -1% | -$5.88K | 0.15% | 20 |
|
|
2024
Q4 | $533K | Sell |
5,082
-245
| -5% | -$25.7K | 0.16% | 17 |
|
|
2024
Q3 | $541K | Sell |
5,327
-296
| -5% | -$30.1K | 0.16% | 17 |
|
|
2024
Q2 | $543K | Sell |
5,623
-257
| -4% | -$24.8K | 0.18% | 17 |
|
|
2024
Q1 | $548K | Sell |
5,880
-965
| -14% | -$89.9K | 0.18% | 17 |
|
|
2023
Q4 | $582K | Sell |
6,845
-233
| -3% | -$19.8K | 0.21% | 16 |
|
|
2023
Q3 | $532K | Buy |
7,078
+25
| +0.4% | +$1.88K | 0.22% | 16 |
|
|
2023
Q2 | $553K | Sell |
7,053
-332
| -4% | -$26K | 0.22% | 16 |
|
|
2023
Q1 | $530K | Buy |
7,385
+29
| +0.4% | +$2.08K | 0.23% | 16 |
|
|
2022
Q4 | $485K | Sell |
7,356
-1
| -0% | -$66 | 0.22% | 17 |
|
|
2022
Q3 | $461K | Sell |
7,357
-170
| -2% | -$10.7K | 0.23% | 19 |
|
|
2022
Q2 | $500K | Buy |
7,527
+219
| +3% | +$14.5K | 0.24% | 16 |
|
|
2022
Q1 | $594K | Sell |
7,308
-383
| -5% | -$31.1K | 0.24% | 16 |
|
|
2021
Q4 | $676K | Buy |
7,691
+539
| +8% | +$47.4K | 0.26% | 16 |
|
|
2021
Q3 | $572K | Buy |
7,152
+178
| +3% | +$14.2K | 0.24% | 16 |
|
|
2021
Q2 | $558K | Sell |
6,974
-234
| -3% | -$18.7K | 0.23% | 16 |
|
|
2021
Q1 | $531K | Sell |
7,208
-136
| -2% | -$10K | 0.24% | 16 |
|
|
2020
Q4 | $516K | Sell |
7,344
-8
| -0.1% | -$562 | 0.25% | 16 |
|
|
2020
Q3 | $454K | Sell |
7,352
-373
| -5% | -$23K | 0.26% | 16 |
|
|
2020
Q2 | $436K | Buy |
7,725
+28
| +0.4% | +$1.58K | 0.27% | 16 |
|
|
2020
Q1 | $352K | Buy |
7,697
+1,589
| +26% | +$72.7K | 0.26% | 15 |
|
|
2019
Q4 | $346K | Sell |
6,108
-274
| -4% | -$15.5K | 0.21% | 19 |
|
|
2019
Q3 | $332K | Buy |
+6,382
| New | +$332K | 0.22% | 19 |
|