Cedar Wealth Management, LLC ESGV Holdings History
Cedar Wealth Management, LLC's Vanguard ESG U.S. Stock ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 202,551.00 shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling $19.84 Mil. This investment constitutes 7.06% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.2% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.
The initial trade took place in 2021Q2. And since then Cedar Wealth Management, LLC has made 6 purchases of ESGV, at an average price of $78.29, for a total of 255,383.00 shares. In addition, there have been 9 sales at an average price of $81.07 for 52,832.00 shares. Based on historical transaction data and ESGV's current price of $111.28, Cedar Wealth Management, LLC's estimated gain on his ESGV holdings is $6.83 Mil, reflecting a 34.16% gain to date.
Cedar Wealth Management, LLC ESGV ($111.28) Holding Chart
Cedar Wealth Management, LLC ESGV ($111.28) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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