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CarsonAllaria Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q2 		– Sell
-27
Closed -$1.99K – 392
2023
Q1 		$1.99K Hold
27
– – ﹤0.01% 300
2022
Q4 		$2K Hold
27
– – ﹤0.01% 283
2022
Q3 		$2K Hold
27
– – ﹤0.01% 278
2022
Q2 		$2K Hold
27
– – ﹤0.01% 281
2022
Q1 		$2K Buy
27
+2
+8% +$161 ﹤0.01% 301
2021
Q4 		$2K Buy
+25
New +$2.14K ﹤0.01% 314

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CarsonAllaria Wealth Management's ESGV Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2023, closing a stake of 27 shares — an estimated $1.99K sold.

CarsonAllaria Wealth Management first reported a position in ESGV in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q4 2022. 428 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 27 Vanguard ESG US Stock ETF shares in Q2 2023, an estimated $1.99K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Vanguard ESG US Stock ETF position peaked at $2K in Q4 2022.
  • 428 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.