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Clear Perspectives Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-100
Closed -$6K – 243
2022
Q3 		$6K Hold
100
– – ﹤0.01% 165
2022
Q2 		$7K Sell
100
-250
-71% -$18.1K ﹤0.01% 163
2022
Q1 		$28K Hold
350
– – 0.01% 121
2021
Q4 		$31K Hold
350
– – 0.01% 126
2021
Q3 		$28K Sell
350
-50
-13% -$4.12K 0.01% 123
2021
Q2 		$32K Hold
400
– – 0.02% 118
2021
Q1 		$30K Hold
400
– – 0.02% 111
2020
Q4 		$28K Buy
+400
New +$26.4K 0.02% 108

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Perspectives Financial Planning's ESGV Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 100 shares — an estimated $6K sold.

Clear Perspectives Financial Planning first reported a position in ESGV in Q4 2020 and held it in 8 quarters. The position peaked at $32K in Q2 2021. 400 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 100 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $6K.
  • Clear Perspectives Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 8 quarters.
  • Clear Perspectives Financial Planning's Vanguard ESG US Stock ETF position peaked at $32K in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.