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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-11,879
Closed -$782K – 192
2022
Q4 		$782K Buy
11,879
+1,323
+13% +$88.2K 0.03% 147
2022
Q3 		$664K Sell
10,556
-1,465
-12% -$103K 0.08% 68
2022
Q2 		$798K Sell
12,021
-9
-0.1% -$650 0.03% 142
2022
Q1 		$975K Buy
+12,030
New +$967K 0.03% 141
2021
Q4 		– Sell
-9,905
Closed -$793K – 209
2021
Q3 		$793K Buy
9,905
+50
+0.5% +$4.12K 0.03% 164
2021
Q2 		$788K Sell
9,855
-3,843
-28% -$298K 0.03% 173
2021
Q1 		$1.01M Buy
13,698
+50
+0.4% +$3.62K 0.05% 124
2020
Q4 		$958K Buy
13,648
+100
+0.7% +$6.6K 0.05% 121
2020
Q3 		$837K Hold
13,548
– – 0.05% 120
2020
Q2 		$764K Buy
+13,548
New +$712K 0.05% 119

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's ESGV Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 11,879 shares — an estimated $782K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in ESGV in Q2 2020 and held it in 10 quarters. The position peaked at $1.01M in Q1 2021. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 11,879 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $782K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 10 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $1.01M in Q1 2021.
  • 416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.