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Column Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Column Capital 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
2020
Q3 		– Sell
-214
Closed -$12K – 735
2020
Q2 		$12K Hold
214
– – ﹤0.01% 445
2020
Q1 		$10K Hold
214
– – ﹤0.01% 389
2019
Q4 		$12K Buy
+214
New +$11.6K 0.01% 418

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Column Capital Advisors's ESGV Position: Q3 2020 in Review

Column Capital Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2020, closing a stake of 214 shares — an estimated $12K sold.

Column Capital Advisors first reported a position in ESGV in Q4 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 167 funds tracked by Wall St. Rank hold ESGV as of Q3 2020.

  • Column Capital Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Column Capital Advisors sold 214 Vanguard ESG US Stock ETF shares in Q3 2020, an estimated $12K.
  • Column Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and held it in 3 quarters.
  • Column Capital Advisors's Vanguard ESG US Stock ETF position peaked at $12K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2020.

Based on Column Capital Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.