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CPWM LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CPWM LLC’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
2022
Q3 		$2.06M Sell
32,750
-8
-0% -$562 0.19% 80
2022
Q2 		$2.17M Buy
32,758
+8
+0% +$578 0.19% 83
2022
Q1 		$2.65M Hold
32,750
– – 0.19% 80
2021
Q4 		$2.62M Buy
+32,750
New +$2.8M 0.21% 74
2021
Q2 		– Sell
-32,750
Closed -$2.42M – 311
2021
Q1 		$2.42M Hold
32,750
– – 0.21% 76
2020
Q4 		$2.3M Hold
32,750
– – 0.21% 77
2020
Q3 		$2.02M Hold
32,750
– – 0.21% 74
2020
Q2 		$1.85M Hold
32,750
– – 0.21% 78
2020
Q1 		$1.5M Hold
32,750
– – 0.22% 79
2019
Q4 		$1.85M Hold
32,750
– – 0.23% 80
2019
Q3 		$1.7M Hold
32,750
– – 0.22% 77
2019
Q2 		$1.68M Hold
32,750
– – 0.23% 74
2019
Q1 		$1.61M Hold
32,750
– – 0.23% 72
2018
Q4 		$1.41M Buy
+32,750
New +$1.51M 0.23% 76

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VF
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Bank of America
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Wealthfront Advisers
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VCM
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AIA
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return