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

Atticus 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
2024
Q1 		– Sell
-1,248
Closed -$106K – 562
2023
Q4 		$106K Sell
1,248
-2,317
-65% -$183K 0.04% 158
2023
Q3 		$268K Buy
3,565
+12
+0.3% +$942 0.1% 109
2023
Q2 		$278K Buy
3,553
+10
+0.3% +$736 0.1% 108
2023
Q1 		$254K Buy
3,543
+9
+0.3% +$627 0.1% 114
2022
Q4 		$233K Buy
3,534
+30
+0.9% +$2K 0.1% 118
2022
Q3 		$233K Hold
3,504
– – 0.11% 106
2022
Q2 		$233K Buy
3,504
+160
+5% +$11.6K 0.1% 121
2022
Q1 		$271K Sell
3,344
-291
-8% -$23.4K 0.1% 124
2021
Q4 		$319K Buy
3,635
+690
+23% +$58.9K 0.12% 102
2021
Q3 		$236K Sell
2,945
-392
-12% -$32.3K 0.1% 98
2021
Q2 		$267K Buy
3,337
+8
+0.2% +$621 0.12% 94
2021
Q1 		$246K Buy
3,329
+157
+5% +$11.4K 0.12% 94
2020
Q4 		$223K Buy
3,172
+1,311
+70% +$86.5K 0.11% 94
2020
Q3 		$115K Buy
+1,861
New +$113K 0.07% 125

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Atticus Wealth Management's ESGV Position: Q1 2024 in Review

Atticus Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 1,248 shares — an estimated $106K sold.

Atticus Wealth Management first reported a position in ESGV in Q3 2020 and held it in 14 quarters. The position peaked at $319K in Q4 2021. 484 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • Atticus Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 1,248 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $106K.
  • Atticus Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and held it in 14 quarters.
  • Atticus Wealth Management's Vanguard ESG US Stock ETF position peaked at $319K in Q4 2021.
  • 484 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.