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Baldrige Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Baldrige Asset 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
Q1 		$1.4M Buy
19,472
+199
+1% +$13.9K 0.57% 42
2022
Q4 		$1.27M Sell
19,273
-3,313
-15% -$221K 0.56% 44
2022
Q3 		$1.42M Buy
22,586
+160
+0.7% +$11.2K 0.68% 37
2022
Q2 		$1.49M Buy
22,426
+4,786
+27% +$346K 0.68% 36
2022
Q1 		$1.43M Sell
17,640
-1,084
-6% -$87.2K 0.58% 43
2021
Q4 		$1.65M Sell
18,724
-529
-3% -$45.2K 0.64% 39
2021
Q3 		$1.54M Buy
19,253
+1,220
+7% +$101K 0.64% 39
2021
Q2 		$1.44M Buy
18,033
+1,846
+11% +$143K 0.62% 42
2021
Q1 		$1.19M Buy
16,187
+2,303
+17% +$167K 0.65% 43
2020
Q4 		$974K Buy
13,884
+1,133
+9% +$74.8K 0.58% 43
2020
Q3 		$788K Buy
12,751
+1,321
+12% +$80.3K 0.53% 44
2020
Q2 		$645K Buy
11,430
+588
+5% +$30.9K 0.49% 41
2020
Q1 		$496K Sell
10,842
-792
-7% -$42.7K 0.43% 46
2019
Q4 		$658K Buy
11,634
+4,272
+58% +$231K 0.54% 42
2019
Q3 		$382K Buy
7,362
+618
+9% +$32K 0.34% 52
2019
Q2 		$345K Buy
6,744
+845
+14% +$42.4K 0.32% 52
2019
Q1 		$290K Buy
+5,899
New +$278K 0.28% 59

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
LB
Leo Brokerage Hurst, Texas $876M AUM
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldrige Asset Management's ESGV Position: Q1 2023 in Review

Baldrige Asset Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 1% in Q1 2023, buying an estimated $13.9K and bringing the position to 19,472 shares worth $1.4M. The position accounts for 0.57% of the portfolio, ranked #42.

Baldrige Asset Management first reported a position in ESGV in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.65M in Q4 2021. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Baldrige Asset Management held 19,472 shares of Vanguard ESG US Stock ETF worth $1.4M as of Q1 2023.
  • Baldrige Asset Management bought 199 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $13.9K.
  • Vanguard ESG US Stock ETF made up 0.57% of Baldrige Asset Management's portfolio in Q1 2023, its #42 holding.
  • Baldrige Asset Management first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 17 quarters since.
  • Baldrige Asset Management's Vanguard ESG US Stock ETF position peaked at $1.65M in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.