CFA
Cahill Financial Advisors’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 | $1.32M | Hold |
11,996
| – | – | 0.16% | 93 |
|
|
2025
Q1 | $1.18M | Hold |
11,996
| – | – | 0.16% | 99 |
|
|
2024
Q4 | $1.26M | Sell |
11,996
-43
| -0.4% | -$4.51K | 0.17% | 98 |
|
|
2024
Q3 | $1.22M | Buy |
12,039
+168
| +1% | +$17.1K | 0.17% | 99 |
|
|
2024
Q2 | $1.15M | Buy |
11,871
+3
| +0% | +$290 | 0.16% | 113 |
|
|
2024
Q1 | $1.11M | Sell |
11,868
-369
| -3% | -$34.4K | 0.15% | 114 |
|
|
2023
Q4 | $1.04M | Sell |
12,237
-566
| -4% | -$48.1K | 0.15% | 116 |
|
|
2023
Q3 | $963K | Sell |
12,803
-1,137
| -8% | -$85.5K | 0.16% | 121 |
|
|
2023
Q2 | $1.09M | Sell |
13,940
-672
| -5% | -$52.7K | 0.18% | 111 |
|
|
2023
Q1 | $1.05M | Sell |
14,612
-21,878
| -60% | -$1.57M | 0.19% | 114 |
|
|
2022
Q4 | $2.4M | Buy |
36,490
+7,596
| +26% | +$500K | 0.46% | 47 |
|
|
2022
Q3 | $1.82M | Buy |
+28,894
| New | +$1.82M | 0.38% | 64 |
|