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Doyle Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-662
Closed -$34K – 361
2019
Q2 		$34K Buy
+662
New +$33.2K ﹤0.01% 431

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Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.17B AUM 26.22% 1-Year Est. Return

Doyle Wealth Management's ESGV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2019, closing a stake of 662 shares — an estimated $34K sold.

Doyle Wealth Management first reported a position in ESGV in Q2 2019 and held it in 1 quarter. The position peaked at $34K in Q2 2019. 73 funds tracked by Wall St. Rank hold ESGV as of Q3 2019.

  • Doyle Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 662 Vanguard ESG US Stock ETF shares in Q3 2019, an estimated $34K.
  • Doyle Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Vanguard ESG US Stock ETF position peaked at $34K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.