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

American Portfolios 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
2022 Q3	$375K	Sell	5,968 -2,086	-26%	-$146K	0.02%	761
2022 Q2	$535K	Sell	8,054 -601	-7%	-$43.4K	0.02%	628
2022 Q1	$702K	Buy	8,655 +4,093	+90%	+$329K	0.02%	597
2021 Q4	$401K	Buy	4,562 +630	+16%	+$53.8K	0.01%	844
2021 Q3	$315K	Buy	3,932 +1,224	+45%	+$101K	0.01%	914
2021 Q2	$217K	Buy	2,708 +1,378	+104%	+$107K	0.01%	1069
2021 Q1	$98.1K	Buy	1,330 +597	+81%	+$43.2K	﹤0.01%	1322
2020 Q4	$51.5K	Buy	733 +1	+0.1%	+$66	﹤0.01%	1405
2020 Q3	$45.3K	Buy	732 +396	+118%	+$24.1K	﹤0.01%	1353
2020 Q2	$18.9K	Buy	336 +101	+43%	+$5.31K	﹤0.01%	1664
2020 Q1	$10.8K	Buy	+235	New	+$12.7K	﹤0.01%	1780

Other funds holding ESGV

CWA

CM Wealth Advisors Beachwood, Ohio $554M AUM 25.64% 1-Year Est. Return

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 $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return

American Portfolios Advisors's ESGV Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 26% in Q3 2022, selling an estimated $146K and leaving 5,968 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #761.

American Portfolios Advisors first reported a position in ESGV in Q1 2020 and has held it in 11 quarters since. The position peaked at $702K in Q1 2022. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

American Portfolios Advisors held 5,968 shares of Vanguard ESG US Stock ETF worth $375K as of Q3 2022.
American Portfolios Advisors sold 2,086 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $146K.
Vanguard ESG US Stock ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #761 holding.
American Portfolios Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 11 quarters since.
American Portfolios Advisors's Vanguard ESG US Stock ETF position peaked at $702K in Q1 2022.
372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.