DACG
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Donor Advised Charitable Giving’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Donor Advised Charitable Giving’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
Q2 		– Sell
-12,905
Closed -$1.05M – 42
2022
Q1 		$1.05M Buy
+12,905
New +$1.04M 0.11% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Donor Advised Charitable Giving's ESGV Position: Q2 2022 in Review

Donor Advised Charitable Giving sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 12,905 shares — an estimated $1.05M sold.

Donor Advised Charitable Giving first reported a position in ESGV in Q1 2022 and held it in 1 quarter. The position peaked at $1.05M in Q1 2022. 368 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Donor Advised Charitable Giving reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 12,905 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $1.05M.
  • Donor Advised Charitable Giving first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and held it in 1 quarter.
  • Donor Advised Charitable Giving's Vanguard ESG US Stock ETF position peaked at $1.05M in Q1 2022.
  • 368 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2022, filed 29 Jul 2022.