CM Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Hold |
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|
2025
Q1 | $768K | Hold |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $804K | Hold |
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|
2024
Q2 | $764K | Hold |
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|
2024
Q1 | $725K | Hold |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $584M | Hold |
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|
2022
Q2 | $616K | Buy |
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