CWM
Cedar 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 | $22.2M | Hold |
202,551
| – | – | 7.52% | 5 |
|
|
2025
Q1 | $19.8M | Sell |
202,551
-3,654
| -2% | -$358K | 7.06% | 6 |
|
|
2024
Q4 | $21.6M | Sell |
206,205
-837
| -0.4% | -$87.8K | 7.82% | 4 |
|
|
2024
Q3 | $21M | Buy |
207,042
+5
| +0% | +$508 | 6.53% | 4 |
|
|
2024
Q2 | $20M | Sell |
207,037
-1,020
| -0.5% | -$98.6K | 6.49% | 4 |
|
|
2024
Q1 | $19.4M | Sell |
208,057
-5,799
| -3% | -$540K | 6.38% | 4 |
|
|
2023
Q4 | $18.2M | Sell |
213,856
-32,678
| -13% | -$2.78M | 6.62% | 4 |
|
|
2023
Q3 | $18.5M | Sell |
246,534
-857
| -0.3% | -$64.5K | 7.33% | 3 |
|
|
2023
Q2 | $19.4M | Sell |
247,391
-3,689
| -1% | -$289K | 7.49% | 3 |
|
|
2023
Q1 | $18M | Sell |
251,080
-1,263
| -0.5% | -$90.6K | 7.37% | 4 |
|
|
2022
Q4 | $16.6M | Sell |
252,343
-3,035
| -1% | -$200K | 8.21% | 4 |
|
|
2022
Q3 | $16.1M | Buy |
255,378
+1,228
| +0.5% | +$77.3K | 7.99% | 3 |
|
|
2022
Q2 | $16.9M | Buy |
254,150
+21,421
| +9% | +$1.42M | 7.73% | 3 |
|
|
2022
Q1 | $18.9M | Buy |
232,729
+104,257
| +81% | +$8.45M | 7.63% | 2 |
|
|
2021
Q4 | $11.3M | Buy |
128,472
+6,935
| +6% | +$609K | 4.56% | 3 |
|
|
2021
Q3 | $9.73M | Buy |
121,537
+236
| +0.2% | +$18.9K | 4.33% | 4 |
|
|
2021
Q2 | $9.7M | Buy |
121,301
+6,489
| +6% | +$519K | 4.37% | 5 |
|
|
2021
Q1 | $8.47M | Buy |
+114,812
| New | +$8.47M | 4.21% | 5 |
|