Capital Asset Advisory Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capital Asset Advisory Services’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 Q3	–	Sell	-203	Closed	-$13K	–	496
2022 Q2	$13K	Buy	+203	New	+$14.7K	﹤0.01%	467
2021 Q4	–	Sell	-203	Closed	-$16K	–	621
2021 Q3	$16K	Sell	203 -2	-1%	-$165	﹤0.01%	562
2021 Q2	$16K	Hold	205	–	–	﹤0.01%	593
2021 Q1	$15K	Hold	205	–	–	﹤0.01%	568
2020 Q4	$14K	Hold	205	–	–	﹤0.01%	981
2020 Q3	$13K	Hold	205	–	–	﹤0.01%	452
2020 Q2	$12K	Hold	205	–	–	﹤0.01%	481
2020 Q1	$10K	Buy	+205	New	+$11.1K	﹤0.01%	434

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

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

Capital Asset Advisory Services's ESGV Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2022, closing a stake of 203 shares — an estimated $13K sold.

Capital Asset Advisory Services first reported a position in ESGV in Q1 2020 and held it in 8 quarters. The position peaked at $16K in Q3 2021. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

Capital Asset Advisory Services reported no remaining Vanguard ESG US Stock ETF position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 203 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $13K.
Capital Asset Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and held it in 8 quarters.
Capital Asset Advisory Services's Vanguard ESG US Stock ETF position peaked at $16K in Q3 2021.
372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.