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

Boulder 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
2022 Q4	$6K	Buy	+95	New	+$6.34K	0.01%	88

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Boulder Wealth Advisors's ESGV Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q4 2022: 95 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #88 among its holdings.

400 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

Boulder Wealth Advisors held 95 shares of Vanguard ESG US Stock ETF worth $6K as of Q4 2022.
Vanguard ESG US Stock ETF was a new Boulder Wealth Advisors position in Q4 2022.
Vanguard ESG US Stock ETF made up 0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #88 holding.
400 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.