CWA
CM 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 | $860K | Hold |
7,845
| – | – | 0.25% | 32 |
|
|
2025
Q1 | $768K | Hold |
7,845
| – | – | 0.25% | 39 |
|
|
2024
Q4 | $823K | Sell |
7,845
-65
| -0.8% | -$6.82K | 0.27% | 34 |
|
|
2024
Q3 | $804K | Hold |
7,910
| – | – | 0.26% | 36 |
|
|
2024
Q2 | $764K | Hold |
7,910
| – | – | 0.36% | 23 |
|
|
2024
Q1 | $725K | Hold |
7,910
| – | – | 0.21% | 54 |
|
|
2023
Q4 | $673K | Sell |
7,910
-153
| -2% | -$13K | 0.29% | 28 |
|
|
2023
Q3 | $640K | Sell |
8,063
-1,163
| -13% | -$92.3K | 0.25% | 33 |
|
|
2023
Q2 | $747K | Buy |
+9,226
| New | +$747K | 0.25% | 39 |
|
|
2023
Q1 | – | Sell |
-9,226
| Closed | -$608K | – | 419 |
|
|
2022
Q4 | $608K | Sell |
9,226
-58
| -0.6% | -$3.82K | 0.31% | 34 |
|
|
2022
Q3 | $584M | Hold |
9,284
| – | – | 0.32% | 33 |
|
|
2022
Q2 | $616K | Buy |
+9,284
| New | +$616K | 0.38% | 31 |
|