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Cardinal Point Wealth Management Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cardinal Point Wealth Management Partners’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
Q2 		– Sell
-2,725
Closed -$221K – 52
2022
Q1 		$221K Hold
2,725
– – 0.1% 45
2021
Q4 		$240K Buy
+2,725
New +$233K 0.1% 42

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Cardinal Point Wealth Management Partners's ESGV Position: Q2 2022 in Review

Cardinal Point Wealth Management Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 2,725 shares — an estimated $221K sold.

Cardinal Point Wealth Management Partners first reported a position in ESGV in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 368 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Cardinal Point Wealth Management Partners reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Cardinal Point Wealth Management Partners sold 2,725 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $221K.
  • Cardinal Point Wealth Management Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 2 quarters.
  • Cardinal Point Wealth Management Partners's Vanguard ESG US Stock ETF position peaked at $240K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q2 2022, filed 19 Jul 2022.