Cherry Tree Wealth Management’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
Q4 | $952K | Buy |
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|
2025
Q3 | $932K | Sell |
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|
2025
Q2 | $894K | Sell |
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|
2025
Q1 | $911K | Buy |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $948K | Sell |
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|
2024
Q2 | $901K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $841K | Buy |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $854K | Buy |
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