BCR Wealth Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

BCR Wealth Strategies’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	-786	Closed	-$49K	–	44
2022 Q3	$49K	Hold	786	–	–	0.05%	41
2022 Q2	$52K	Hold	786	–	–	0.05%	37
2022 Q1	$64K	Hold	786	–	–	0.06%	33
2021 Q4	$69K	Buy	+786	New	+$67.1K	0.07%	31

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCR Wealth Strategies's ESGV Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 786 shares — an estimated $49K sold.

BCR Wealth Strategies first reported a position in ESGV in Q4 2021 and held it in 4 quarters. The position peaked at $69K in Q4 2021. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

BCR Wealth Strategies reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 786 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $49K.
BCR Wealth Strategies first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 4 quarters.
BCR Wealth Strategies's Vanguard ESG US Stock ETF position peaked at $69K in Q4 2021.
401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.