BDO Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

BDO 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
2023 Q2	$36.4K	Hold	465	–	–	﹤0.01%	483
2023 Q1	$33.3K	Sell	465 -35	-7%	-$2.44K	﹤0.01%	494
2022 Q4	$32.9K	Hold	500	–	–	﹤0.01%	479
2022 Q3	$31K	Sell	500 -50	-9%	-$3.51K	﹤0.01%	487
2022 Q2	$37K	Hold	550	–	–	﹤0.01%	457
2022 Q1	$45K	Hold	550	–	–	﹤0.01%	450
2021 Q4	$48K	Hold	550	–	–	0.01%	452
2021 Q3	$44K	Sell	550 -100	-15%	-$8.24K	﹤0.01%	463
2021 Q2	$52K	Hold	650	–	–	0.01%	462
2021 Q1	$48K	Sell	650 -50	-7%	-$3.62K	0.01%	459
2020 Q4	$49K	Hold	700	–	–	0.01%	360
2020 Q3	$43K	Sell	700 -100	-13%	-$6.08K	0.01%	346
2020 Q2	$45K	Hold	800	–	–	0.01%	337
2020 Q1	$37K	Hold	800	–	–	0.01%	366
2019 Q4	$45K	Hold	800	–	–	0.01%	307
2019 Q3	$42K	Hold	800	–	–	0.01%	332
2019 Q2	$41K	Hold	800	–	–	0.01%	326
2019 Q1	$39K	Buy	+800	New	+$37.7K	0.01%	308

Other funds holding ESGV

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BDO Wealth Advisors's ESGV Position: Q2 2023 in Review

BDO Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2023 at 465 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

BDO Wealth Advisors first reported a position in ESGV in Q1 2019 and has held it in 18 quarters since. The position peaked at $52K in Q2 2021. 427 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

BDO Wealth Advisors held 465 shares of Vanguard ESG US Stock ETF worth $36.4K as of Q2 2023.
BDO Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2023.
Vanguard ESG US Stock ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #483 holding.
BDO Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 18 quarters since.
BDO Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $52K in Q2 2021.
427 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.