AWM
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Angeles Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Angeles Wealth Management’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
Q3 		– Sell
-18,020
Closed -$1.41M – 230
2023
Q2 		$1.41M Hold
18,020
– – 0.19% 55
2023
Q1 		$1.29M Buy
18,020
+2,500
+16% +$174K 0.19% 54
2022
Q4 		$1.02M Buy
15,520
+2,850
+22% +$190K 0.18% 67
2022
Q3 		$797K Buy
+12,670
New +$889K 0.16% 71

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Angeles Wealth Management's ESGV Position: Q3 2023 in Review

Angeles Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2023, closing a stake of 18,020 shares — an estimated $1.41M sold.

Angeles Wealth Management first reported a position in ESGV in Q3 2022 and held it in 4 quarters. The position peaked at $1.41M in Q2 2023. 421 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

  • Angeles Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 18,020 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $1.41M.
  • Angeles Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 4 quarters.
  • Angeles Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.41M in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.