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Vanguard Esg U.s. Stock Etf etf shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf etf held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $804k 7.9k 101.65
2024-06-30 $764k 7.9k 96.62
2024-03-31 $725k 7.9k 91.66
2023-12-31 $673k 7.9k 85.06
2023-09-30 $640k 8.1k 79.35
2023-06-30 $747k 9.2k 80.95
2022-12-31 $608k 9.2k 65.86
2022-09-30 $584k 9.3k 62.91
2022-06-30 $617k 9.3k 66.40

More positions owned by Cm Wealth Advisors

Ishares Tr S&p 100 Etf (OEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Lincoln Electric Holdings (LECO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Park-Ohio Holdings (PKOH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Cm Wealth Advisors

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Visa Foundation
Creative Planning
Wealthfront Advisers
Morgan Stanley
Leo Wealth
Verde Capital Management
IMPACTfolio
Bank of America Corporation
Angeles Investment
Royal Bank of Canada
Platt Investment Counsel
Partners Capital Investment Group
Facet Wealth
Crewe Advisors

View all funds holding Vanguard Esg U.s. Stock Etf etf