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Arcadia Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Arcadia Investment 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
Q4 		– Sell
-873
Closed -$54.9K – 92
2022
Q3 		$54.9K Hold
873
– – 0.04% 51
2022
Q2 		$58K Buy
873
+23
+3% +$1.66K 0.04% 48
2022
Q1 		$68.9K Buy
850
+25
+3% +$2.01K 0.04% 50
2021
Q4 		$72.5K Hold
825
– – 0.04% 50
2021
Q3 		$66K Sell
825
-34
-4% -$2.8K 0.04% 50
2021
Q2 		$68.7K Buy
859
+10
+1% +$776 0.04% 47
2021
Q1 		$62.6K Sell
849
-98
-10% -$7.1K 0.03% 47
2020
Q4 		$66.5K Hold
947
– – 0.04% 42
2020
Q3 		$58.5K Hold
947
– – 0.04% 44
2020
Q2 		$53.4K Hold
947
– – 0.04% 44
2020
Q1 		$43.4K Buy
947
+251
+36% +$13.5K 0.03% 46
2019
Q4 		$39.4K Buy
696
+37
+6% +$2K 0.03% 37
2019
Q3 		$34.2K Buy
+659
New +$34.1K 0.02% 45

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
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arcadia Investment Advisors's ESGV Position: Q4 2022 in Review

Arcadia Investment Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 873 shares — an estimated $54.9K sold.

Arcadia Investment Advisors first reported a position in ESGV in Q3 2019 and held it in 13 quarters. The position peaked at $72.5K in Q4 2021. 400 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

  • Arcadia Investment Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Arcadia Investment Advisors sold 873 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $54.9K.
  • Arcadia Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2019 and held it in 13 quarters.
  • Arcadia Investment Advisors's Vanguard ESG US Stock ETF position peaked at $72.5K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Arcadia Investment Advisors's 13F filing for Q4 2022, filed 19 Dec 2024.