BFC
ESGV icon

Bedel Financial Consulting’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-908
Closed -$74K – 401
2022
Q1 		$74K Hold
908
– – 0.02% 328
2021
Q4 		$80K Hold
908
– – 0.02% 316
2021
Q3 		$73K Hold
908
– – 0.03% 324
2021
Q2 		$73K Hold
908
– – 0.03% 321
2021
Q1 		$67K Hold
908
– – 0.03% 326
2020
Q4 		$64K Sell
908
-1,821
-67% -$120K 0.03% 284
2020
Q3 		$169K Hold
2,729
– – 0.08% 157
2020
Q2 		$154K Hold
2,729
– – 0.08% 155
2020
Q1 		$125K Buy
2,729
+573
+27% +$30.9K 0.08% 160
2019
Q4 		$122K Hold
2,156
– – 0.07% 185
2019
Q3 		$112K Hold
2,156
– – 0.07% 190
2019
Q2 		$110K Hold
2,156
– – 0.07% 189
2019
Q1 		$106K Hold
2,156
– – 0.07% 185
2018
Q4 		$93K Buy
+2,156
New +$99.6K 0.07% 183

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Bedel Financial Consulting's ESGV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 908 shares — an estimated $74K sold.

Bedel Financial Consulting first reported a position in ESGV in Q4 2018 and held it in 14 quarters. The position peaked at $169K in Q3 2020. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 908 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $74K.
  • Bedel Financial Consulting first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and held it in 14 quarters.
  • Bedel Financial Consulting's Vanguard ESG US Stock ETF position peaked at $169K in Q3 2020.
  • 369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.