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DHJJ Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

DHJJ Financial 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
2024
Q1 		– Sell
-100
Closed -$8.51K – 817
2023
Q4 		$8.51K Hold
100
– – ﹤0.01% 456
2023
Q3 		$7.52K Buy
+100
New +$7.85K ﹤0.01% 458

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 $1.49B AUM 19.36% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

DHJJ Financial Advisors's ESGV Position: Q1 2024 in Review

DHJJ Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 100 shares — an estimated $8.51K sold.

DHJJ Financial Advisors first reported a position in ESGV in Q3 2023 and held it in 2 quarters. The position peaked at $8.51K in Q4 2023. 484 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • DHJJ Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 100 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $8.51K.
  • DHJJ Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and held it in 2 quarters.
  • DHJJ Financial Advisors's Vanguard ESG US Stock ETF position peaked at $8.51K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on DHJJ Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.