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Cetera Advisor Networks’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Cetera Advisor Networks’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
Q1 		$4.69M Buy
50,340
+398
+0.8% +$35.4K 0.02% 655
2023
Q4 		$4.25M Sell
49,942
-410
-0.8% -$32.3K 0.02% 646
2023
Q3 		$3.79M Buy
50,352
+10,185
+25% +$799K 0.02% 638
2023
Q2 		$3.15M Buy
40,167
+23,661
+143% +$1.74M 0.02% 691
2023
Q1 		$1.18M Buy
16,506
+3,927
+31% +$274K 0.01% 1131
2022
Q4 		$828K Buy
12,579
+1,300
+12% +$86.7K 0.01% 1283
2022
Q3 		$710K Sell
11,279
-226
-2% -$15.9K 0.01% 1080
2022
Q2 		$763K Sell
11,505
-420
-4% -$30.3K 0.01% 1023
2022
Q1 		$967K Buy
11,925
+4,608
+63% +$370K 0.01% 927
2021
Q4 		$643K Buy
+7,317
New +$625K 0.01% 1117
2020
Q4 		– Sell
-4,539
Closed -$281K – 1360
2020
Q3 		$281K Sell
4,539
-59,595
-93% -$3.62M 0.01% 963
2020
Q2 		$3.62M Buy
+64,134
New +$3.37M 0.1% 204

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Cetera Advisor Networks's ESGV Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.8% in Q1 2024, buying an estimated $35.4K and bringing the position to 50,340 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #655.

Cetera Advisor Networks first reported a position in ESGV in Q2 2020 and has held it in 12 quarters since. 485 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • Cetera Advisor Networks held 50,340 shares of Vanguard ESG US Stock ETF worth $4.69M as of Q1 2024.
  • Cetera Advisor Networks bought 398 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $35.4K.
  • Vanguard ESG US Stock ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #655 holding.
  • Cetera Advisor Networks first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and has held it in 12 quarters since.
  • 485 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.