Cherrydale Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
7,567
+19
| +0.3% | +$2.08K | 0.29% | 32 |
|
|
2025
Q1 | $739K | Buy |
7,548
+20
| +0.3% | +$1.96K | 0.29% | 30 |
|
|
2024
Q4 | $790K | Buy |
7,528
+747
| +11% | +$78.4K | 0.31% | 29 |
|
|
2024
Q3 | $689K | Buy |
6,781
+19
| +0.3% | +$1.93K | 0.28% | 30 |
|
|
2024
Q2 | $653K | Sell |
6,762
-7,477
| -53% | -$722K | 0.29% | 31 |
|
|
2024
Q1 | $1.33M | Buy |
14,239
+1,073
| +8% | +$100K | 0.62% | 19 |
|
|
2023
Q4 | $1.12M | Buy |
13,166
+127
| +1% | +$10.8K | 0.58% | 21 |
|
|
2023
Q3 | $981K | Buy |
13,039
+254
| +2% | +$19.1K | 0.58% | 22 |
|
|
2023
Q2 | $1M | Buy |
12,785
+34
| +0.3% | +$2.66K | 0.7% | 15 |
|
|
2023
Q1 | $914K | Buy |
12,751
+36
| +0.3% | +$2.58K | 0.69% | 17 |
|
|
2022
Q4 | $837K | Buy |
12,715
+2,725
| +27% | +$179K | 0.69% | 15 |
|
|
2022
Q3 | $628K | Buy |
9,990
+35
| +0.4% | +$2.2K | 0.58% | 17 |
|
|
2022
Q2 | $661K | Sell |
9,955
-4,556
| -31% | -$303K | 0.61% | 17 |
|
|
2022
Q1 | $1.18M | Buy |
14,511
+244
| +2% | +$19.8K | 0.86% | 15 |
|
|
2021
Q4 | $1.25M | Buy |
+14,267
| New | +$1.25M | 0.94% | 17 |
|