American Research & Management Company’s Vanguard ESG US Stock ETF ESGV Stock Holding History

American Research & Management Company’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	$19K	Hold	300	–	–	0.01%	257
2022 Q2	$20K	Hold	300	–	–	0.01%	263
2022 Q1	$24K	Hold	300	–	–	0.01%	253
2021 Q4	$26K	Buy	300 +163	+119%	+$13.9K	0.01%	247
2021 Q3	$11K	Hold	137	–	–	﹤0.01%	294
2021 Q2	$11K	Hold	137	–	–	﹤0.01%	302
2021 Q1	$10K	Buy	+137	New	+$9.92K	﹤0.01%	294

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 $1.55T AUM 33.47% 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 $495B AUM 43.24% 1-Year Est. Return

American Research & Management Company's ESGV Position: Q3 2022 in Review

American Research & Management Company held its Vanguard ESG US Stock ETF (ESGV) position steady in Q3 2022 at 300 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #257.

American Research & Management Company first reported a position in ESGV in Q1 2021 and has held it in 7 quarters since. The position peaked at $26K in Q4 2021. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

American Research & Management Company held 300 shares of Vanguard ESG US Stock ETF worth $19K as of Q3 2022.
American Research & Management Company left its Vanguard ESG US Stock ETF share count unchanged in Q3 2022.
Vanguard ESG US Stock ETF made up 0.01% of American Research & Management Company's portfolio in Q3 2022, its #257 holding.
American Research & Management Company first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 7 quarters since.
American Research & Management Company's Vanguard ESG US Stock ETF position peaked at $26K in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.