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Cary Street Partners Investment Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cary Street Partners Investment Advisory’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
-103,431
Closed -$103K – 568
2024
Q3 		$103K Hold
103,431
– – ﹤0.01% 746
2024
Q2 		$103K Hold
103,431
– – ﹤0.01% 736
2024
Q1 		$103K Hold
103,431
– – ﹤0.01% 687
2023
Q4 		$103K Hold
103,431
– – ﹤0.01% 639
2023
Q3 		$103K Buy
+103,431
New +$8.12M 0.01% 697

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $155M AUM 20.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

Cary Street Partners Investment Advisory's ESGV Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 103,431 shares — an estimated $103K sold.

Cary Street Partners Investment Advisory first reported a position in ESGV in Q3 2023 and held it in 5 quarters. The position peaked at $103K in Q3 2024. 591 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 103,431 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $103K.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's Vanguard ESG US Stock ETF position peaked at $103K in Q3 2024.
  • 591 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.