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B. Riley Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

B. Riley Wealth 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
-3,582
Closed -$226K – 1519
2022
Q3 		$226K Buy
+3,582
New +$251K 0.01% 1170
2022
Q2 		– Sell
-5,433
Closed -$441K – 1278
2022
Q1 		$441K Sell
5,433
-1,384
-20% -$111K 0.01% 817
2021
Q4 		$600K Buy
6,817
+1,510
+28% +$129K 0.02% 723
2021
Q3 		$425K Buy
+5,307
New +$437K 0.01% 863

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Advisors's ESGV Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 3,582 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in ESGV in Q3 2021 and held it in 4 quarters. The position peaked at $600K in Q4 2021. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,582 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $600K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.