CIBC Private Wealth Group’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 | $1.68M | Buy |
15,362
+1,014
| +7% | +$111K | ﹤0.01% | 583 |
|
|
2025
Q1 | $1.25M | Hold |
14,348
| – | – | ﹤0.01% | 614 |
|
|
2024
Q4 | $1.51M | Hold |
14,348
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $1.46M | Sell |
14,348
-933
| -6% | -$94.8K | ﹤0.01% | 619 |
|
|
2024
Q2 | $1.51M | Buy |
15,281
+3,190
| +26% | +$315K | ﹤0.01% | 587 |
|
|
2024
Q1 | $1.12M | Buy |
12,091
+41
| +0.3% | +$3.81K | ﹤0.01% | 643 |
|
|
2023
Q4 | $1.02M | Buy |
12,050
+621
| +5% | +$52.8K | ﹤0.01% | 626 |
|
|
2023
Q3 | $860K | Buy |
11,429
+689
| +6% | +$51.8K | ﹤0.01% | 636 |
|
|
2023
Q2 | $841K | Buy |
10,740
+4,250
| +65% | +$333K | ﹤0.01% | 621 |
|
|
2023
Q1 | $465K | Buy |
6,490
+1,810
| +39% | +$130K | ﹤0.01% | 721 |
|
|
2022
Q4 | $659K | Buy |
+4,680
| New | +$659K | ﹤0.01% | 578 |
|