ACI
ESGV icon

Alpha Cubed Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Alpha Cubed Investments’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
Q2 		– Sell
-4,775
Closed -$342K – 274
2023
Q1 		$342K Buy
+4,775
New +$333K 0.02% 182

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 $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alpha Cubed Investments's ESGV Position: Q2 2023 in Review

Alpha Cubed Investments sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2023, closing a stake of 4,775 shares — an estimated $342K sold.

Alpha Cubed Investments first reported a position in ESGV in Q1 2023 and held it in 1 quarter. The position peaked at $342K in Q1 2023. 427 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

  • Alpha Cubed Investments reported no remaining Vanguard ESG US Stock ETF position as of Q2 2023 after selling out during the quarter.
  • Alpha Cubed Investments sold 4,775 Vanguard ESG US Stock ETF shares in Q2 2023, an estimated $342K.
  • Alpha Cubed Investments first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 1 quarter.
  • Alpha Cubed Investments's Vanguard ESG US Stock ETF position peaked at $342K in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on Alpha Cubed Investments's 13F filing for Q2 2023, filed 20 Jul 2023.