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Ahrens Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$25.4K Buy
+354
New +$24.7K 0.01% 431
2022
Q3 		– Sell
-350
Closed -$23K – 393
2022
Q2 		$23K Hold
350
– – 0.01% 471
2022
Q1 		$28K Buy
+350
New +$28.1K 0.01% 523

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ahrens Investment Partners's ESGV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q1 2023: 354 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ESGV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ESGV in Q1 2022 and has held it in 3 quarters since. The position peaked at $28K in Q1 2022. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Ahrens Investment Partners held 354 shares of Vanguard ESG US Stock ETF worth $25.4K as of Q1 2023.
  • Vanguard ESG US Stock ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Vanguard ESG US Stock ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #431 holding.
  • Ahrens Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and has held it in 3 quarters since.
  • Ahrens Investment Partners's Vanguard ESG US Stock ETF position peaked at $28K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.