CX Institutional’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CX Institutional’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	$10K	Buy	+77	New	+$9.82K	﹤0.01%	1286
2022 Q3	–	Sell	-324	Closed	-$22K	–	674
2022 Q2	$22K	Buy	+324	New	+$23.4K	﹤0.01%	821
2021 Q4	–	Sell	-12,247	Closed	-$980K	–	510
2021 Q3	$980K	Buy	12,247 +762	+7%	+$62.8K	0.08%	214
2021 Q2	$919K	Buy	11,485 +671	+6%	+$52.1K	0.08%	208
2021 Q1	$797K	Buy	10,814 +1,308	+14%	+$94.7K	0.07%	209
2020 Q4	$667K	Buy	+9,506	New	+$627K	0.06%	222

Other funds holding ESGV

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return