CJM Wealth Advisers’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 | $952K | Hold |
8,680
| – | – | 0.32% | 30 |
|
|
2025
Q1 | $850K | Buy |
8,680
+672
| +8% | +$65.8K | 0.3% | 31 |
|
|
2024
Q4 | $840K | Hold |
8,008
| – | – | 0.28% | 29 |
|
|
2024
Q3 | $814K | Hold |
8,008
| – | – | 0.28% | 29 |
|
|
2024
Q2 | $776K | Buy |
8,008
+6
| +0.1% | +$581 | 0.29% | 29 |
|
|
2024
Q1 | $746K | Sell |
8,002
-548
| -6% | -$51.1K | 0.28% | 30 |
|
|
2023
Q4 | $727K | Hold |
8,550
| – | – | 0.32% | 27 |
|
|
2023
Q3 | $643K | Sell |
8,550
-5
| -0.1% | -$376 | 0.31% | 29 |
|
|
2023
Q2 | $670K | Sell |
8,555
-136
| -2% | -$10.7K | 0.34% | 28 |
|
|
2023
Q1 | $623K | Hold |
8,691
| – | – | 0.35% | 28 |
|
|
2022
Q4 | $572K | Hold |
8,691
| – | – | 0.35% | 28 |
|
|
2022
Q3 | $547K | Sell |
8,691
-3
| -0% | -$189 | 0.39% | 28 |
|
|
2022
Q2 | $577K | Buy |
8,694
+272
| +3% | +$18.1K | 0.4% | 28 |
|
|
2022
Q1 | $683K | Buy |
8,422
+1,710
| +25% | +$139K | 0.47% | 26 |
|
|
2021
Q4 | $590K | Buy |
+6,712
| New | +$590K | 0.42% | 30 |
|