CWA
Clearview Wealth Advisors’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 | $981K | Sell |
8,946
-28
| -0.3% | -$3.07K | 0.68% | 33 |
|
|
2025
Q1 | $879K | Sell |
8,974
-377
| -4% | -$36.9K | 0.66% | 33 |
|
|
2024
Q4 | $981K | Sell |
9,351
-482
| -5% | -$50.6K | 0.75% | 31 |
|
|
2024
Q3 | $1,000K | Sell |
9,833
-398
| -4% | -$40.5K | 0.77% | 28 |
|
|
2024
Q2 | $989K | Sell |
10,231
-16
| -0.2% | -$1.55K | 0.86% | 28 |
|
|
2024
Q1 | $955K | Sell |
10,247
-1,567
| -13% | -$146K | 0.97% | 21 |
|
|
2023
Q4 | $1M | Buy |
11,814
+18
| +0.2% | +$1.53K | 1.17% | 25 |
|
|
2023
Q3 | $887K | Sell |
11,796
-233
| -2% | -$17.5K | 1.1% | 24 |
|
|
2023
Q2 | $942K | Sell |
12,029
-79
| -0.7% | -$6.19K | 0.96% | 25 |
|
|
2023
Q1 | $868K | Sell |
12,108
-14,941
| -55% | -$1.07M | 0.88% | 24 |
|
|
2022
Q4 | $1.78M | Buy |
+27,049
| New | +$1.78M | 1.38% | 15 |
|