Advanced Research Investment Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Advanced Research Investment Solutions’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
2024 Q1	–	Sell	-25,909	Closed	-$2.2M	–	8
2023 Q4	$2.2M	Sell	25,909 -2,824	-10%	-$223K	1.38%	8
2023 Q3	$2.16M	Sell	28,733 -890	-3%	-$69.8K	1.4%	8
2023 Q2	$2.32M	Sell	29,623 -1,009	-3%	-$74.3K	1.34%	8
2023 Q1	$2.2M	Sell	30,632 -2,940	-9%	-$205K	1.26%	9
2022 Q4	$2.21M	Buy	33,572 +16,784	+100%	+$1.12M	1.39%	10
2022 Q3	$1.06M	Sell	16,788 -3,018	-15%	-$212K	0.65%	13
2022 Q2	$1.31M	Buy	19,806 +61	+0.3%	+$4.41K	0.73%	12
2022 Q1	$1.6M	Buy	+19,745	New	+$1.59M	0.67%	12

Other funds holding ESGV

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Advanced Research Investment Solutions's ESGV Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 25,909 shares — an estimated $2.2M sold.

Advanced Research Investment Solutions first reported a position in ESGV in Q1 2022 and held it in 8 quarters. The position peaked at $2.32M in Q2 2023. 484 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

Advanced Research Investment Solutions reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 25,909 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $2.2M.
Advanced Research Investment Solutions first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and held it in 8 quarters.
Advanced Research Investment Solutions's Vanguard ESG US Stock ETF position peaked at $2.32M in Q2 2023.
484 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.