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Bigelow Investment Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bigelow Investment 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
2024
Q2 		– Sell
-2,295
Closed -$214K – 154
2024
Q1 		$214K Buy
+2,295
New +$204K 0.11% 149
2023
Q1 		– Sell
-3,539
Closed -$233K – 149
2022
Q4 		$233K Buy
+3,539
New +$236K 0.14% 133
2022
Q1 		– Sell
-2,295
Closed -$202K – 151
2021
Q4 		$202K Buy
+2,295
New +$196K 0.09% 143

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bigelow Investment Advisors's ESGV Position: Q2 2024 in Review

Bigelow Investment Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 2,295 shares — an estimated $214K sold.

Bigelow Investment Advisors first reported a position in ESGV in Q4 2021 and held it in 3 quarters. The position peaked at $233K in Q4 2022. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Bigelow Investment Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,295 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $214K.
  • Bigelow Investment Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 3 quarters.
  • Bigelow Investment Advisors's Vanguard ESG US Stock ETF position peaked at $233K in Q4 2022.
  • 496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Bigelow Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.