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

Cassady Schiller 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
Q1 		– Sell
-173
Closed -$11.4K – 476
2022
Q4 		$11.4K Buy
+173
New +$11.5K 0.01% 308

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's ESGV Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 173 shares — an estimated $11.4K sold.

Cassady Schiller Wealth Management first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $11.4K in Q4 2022. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 173 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $11.4K.
  • Cassady Schiller Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Vanguard ESG US Stock ETF position peaked at $11.4K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.