ACG Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

ACG Wealth’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	–	Sell	-800	Closed	-$53K	–	463
2022 Q2	$53K	Buy	+800	New	+$57.8K	0.01%	425

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ACG Wealth's ESGV Position: Q3 2022 in Review

ACG Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2022, closing a stake of 800 shares — an estimated $53K sold.

ACG Wealth first reported a position in ESGV in Q2 2022 and held it in 1 quarter. The position peaked at $53K in Q2 2022. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

ACG Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 800 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $53K.
ACG Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Vanguard ESG US Stock ETF position peaked at $53K in Q2 2022.
372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.