Cherry Tree Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cherry Tree Wealth Management’s Portfolio ESGV Stock Details ESGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$894K	Sell
2025 Q1	$911K	Buy
2024 Q4	$971K	Sell
2024 Q3	$948K	Sell
2024 Q2	$901K	Sell
2024 Q1	$883K	Sell
2023 Q4	$841K	Buy
2023 Q3	$740K	Sell
2023 Q2	$854K	Buy