CTWM
Cherry Tree 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 | $894K | Sell |
8,157
-1,142
| -12% | -$125K | 0.21% | 75 |
|
|
2025
Q1 | $911K | Buy |
9,299
+43
| +0.5% | +$4.21K | 0.22% | 74 |
|
|
2024
Q4 | $971K | Sell |
9,256
-66
| -0.7% | -$6.92K | 0.24% | 69 |
|
|
2024
Q3 | $948K | Sell |
9,322
-2
| -0% | -$203 | 0.22% | 71 |
|
|
2024
Q2 | $901K | Sell |
9,324
-150
| -2% | -$14.5K | 0.23% | 71 |
|
|
2024
Q1 | $883K | Sell |
9,474
-415
| -4% | -$38.7K | 0.22% | 69 |
|
|
2023
Q4 | $841K | Buy |
9,889
+45
| +0.5% | +$3.83K | 0.22% | 71 |
|
|
2023
Q3 | $740K | Sell |
9,844
-1,062
| -10% | -$79.9K | 0.22% | 65 |
|
|
2023
Q2 | $854K | Buy |
+10,906
| New | +$854K | 0.25% | 59 |
|