Cjm Wealth Advisers, Ltd. Vanguard World Fd Esg U.S. Sto Transaction History

Cjm Wealth Advisers, Ltd.

$283 Billion
Q1 2025

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 8,680 shares of ESGV stock, worth $904,022. This represents 0.3% of its overall portfolio holdings.

Number of Shares

8,680

Previous 8,008 8.39%

Holding current value

$904,022

Previous $840 Million 1.22%

% of portfolio

0.3%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$96.93 - $109.51 $65,136 - $73,590	672 Added 8.39%	8,680 $850 Million
Q2 2024 Jul 08, 2024	BUY	$87.24 - $97.37 $523 - $584	6 Added 0.07%	8,008 $776 Million
Q1 2024 Apr 08, 2024	SELL	$83.14 - $93.19 $45,560 - $51,068	-548 Reduced 6.41%	8,002 $746 Million
Q3 2023 Oct 26, 2023	SELL	$74.65 - $81.1 $373 - $405	-5 Reduced 0.06%	8,550 $643 Million
Q2 2023 Sep 15, 2023	SELL	$70.39 - $78.35 $9,573 - $10,655	-136 Reduced 1.56%	8,555 $670 Million
Q3 2022 Sep 15, 2023	SELL	$62.91 - $76.54 $188 - $229	-3 Reduced 0.03%	8,691 $547 Million
Q2 2022 Sep 15, 2023	BUY	$63.97 - $82.17 $17,399 - $22,350	272 Added 3.23%	8,694 $577 Million
Q1 2022 Sep 15, 2023	BUY	$74.15 - $88.3 $126,796 - $150,993	1,710 Added 25.48%	8,422 $683 Million
Q4 2021 Sep 15, 2023	BUY	$79.7 - $88.45 $534,946 - $593,676	6,712 New	6,712 $590 Million

Others Institutions Holding ESGV

# of Institutions

633

Shares Held

30.6M

Call Options Held

Put Options Held

3.17K

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Cjm Wealth Advisers, Ltd. Vanguard World Fd Esg U.S. Sto Transaction History