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CJM Wealth Advisers’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CJM Wealth Advisers’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
2026
Q2 		$1.04M Sell
7,846
-17
-0.2% -$2.17K 0.27% 36
2026
Q1 		$883K Hold
7,863
– – 0.27% 36
2025
Q4 		$951K Sell
7,863
-332
-4% -$39.8K 0.28% 32
2025
Q3 		$971K Sell
8,195
-485
-6% -$55.2K 0.3% 32
2025
Q2 		$952K Hold
8,680
– – 0.32% 30
2025
Q1 		$850K Buy
8,680
+672
+8% +$70.3K 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% +$556 0.29% 29
2024
Q1 		$746K Sell
8,002
-548
-6% -$48.7K 0.28% 30
2023
Q4 		$727K Hold
8,550
– – 0.32% 27
2023
Q3 		$643K Sell
8,550
-5
-0.1% -$392 0.31% 29
2023
Q2 		$670K Sell
8,555
-136
-2% -$10K 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% -$211 0.39% 28
2022
Q2 		$577K Buy
8,694
+272
+3% +$19.6K 0.4% 28
2022
Q1 		$683K Buy
8,422
+1,710
+25% +$137K 0.47% 26
2021
Q4 		$590K Buy
+6,712
New +$573K 0.42% 30

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $687M AUM 17.81% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CJM Wealth Advisers's ESGV Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.22% in Q2 2026, selling an estimated $2.17K and leaving 7,846 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #36.

CJM Wealth Advisers first reported a position in ESGV in Q4 2021 and has held it in 19 quarters since. 148 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • CJM Wealth Advisers held 7,846 shares of Vanguard ESG US Stock ETF worth $1.04M as of Q2 2026.
  • CJM Wealth Advisers sold 17 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $2.17K.
  • Vanguard ESG US Stock ETF made up 0.27% of CJM Wealth Advisers's portfolio in Q2 2026, its #36 holding.
  • CJM Wealth Advisers first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 19 quarters since.
  • 148 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.