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American Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

American Financial Advisors’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
-3,367
Closed -$286K – 153
2023
Q4 		$286K Sell
3,367
-953
-22% -$75.1K 0.04% 109
2023
Q3 		$325K Sell
4,320
-36,023
-89% -$2.83M 0.05% 100
2023
Q2 		$3.16M Sell
40,343
-155,107
-79% -$11.4M 0.49% 35
2023
Q1 		$14M Sell
195,450
-11,248
-5% -$784K 2.28% 16
2022
Q4 		$13.6M Sell
206,698
-14,894
-7% -$993K 2.31% 16
2022
Q3 		$13.9M Sell
221,592
-5,849
-3% -$411K 2.41% 15
2022
Q2 		$15.1M Sell
227,441
-4,253
-2% -$307K 4.01% 10
2022
Q1 		$18.8M Buy
+231,694
New +$18.6M 2.61% 14

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

American Financial Advisors's ESGV Position: Q1 2024 in Review

American Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 3,367 shares — an estimated $286K sold.

American Financial Advisors first reported a position in ESGV in Q1 2022 and held it in 8 quarters. The position peaked at $18.8M in Q1 2022. 486 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • American Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • American Financial Advisors sold 3,367 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $286K.
  • American Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and held it in 8 quarters.
  • American Financial Advisors's Vanguard ESG US Stock ETF position peaked at $18.8M in Q1 2022.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on American Financial Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.