CPA
ESGV icon

Capital Performance Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Capital Performance 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
Q4 		– Sell
-113
Closed -$11.5K – 961
2024
Q3 		$11.5K Buy
+113
New +$11.1K ﹤0.01% 787

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Performance Advisors's ESGV Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 113 shares — an estimated $11.5K sold.

Capital Performance Advisors first reported a position in ESGV in Q3 2024 and held it in 1 quarter. The position peaked at $11.5K in Q3 2024. 590 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 113 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $11.5K.
  • Capital Performance Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vanguard ESG US Stock ETF position peaked at $11.5K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.