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

Capital Investment 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
2020
Q2 		– Sell
-1,000
Closed -$46K – 587
2020
Q1 		$46K Hold
1,000
– – 0.01% 390
2019
Q4 		$57K Hold
1,000
– – 0.02% 380
2019
Q3 		$52K Buy
1,000
+500
+100% +$25.9K 0.01% 557
2019
Q2 		$26K Buy
+500
New +$25.1K 0.01% 712

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Investment Advisory Services's ESGV Position: Q2 2020 in Review

Capital Investment Advisory Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2020, closing a stake of 1,000 shares — an estimated $46K sold.

Capital Investment Advisory Services first reported a position in ESGV in Q2 2019 and held it in 4 quarters. The position peaked at $57K in Q4 2019. 147 funds tracked by Wall St. Rank hold ESGV as of Q2 2020.

  • Capital Investment Advisory Services reported no remaining Vanguard ESG US Stock ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,000 Vanguard ESG US Stock ETF shares in Q2 2020, an estimated $46K.
  • Capital Investment Advisory Services first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and held it in 4 quarters.
  • Capital Investment Advisory Services's Vanguard ESG US Stock ETF position peaked at $57K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2020.

Based on Capital Investment Advisory Services's 13F filing for Q2 2020, filed 5 Aug 2020.