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Eagle Strategies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Eagle Strategies’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
Q2 		– Sell
-8,107
Closed -$755K – 245
2024
Q1 		$755K Buy
+8,107
New +$721K 0.17% 129

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
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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eagle Strategies's ESGV Position: Q2 2024 in Review

Eagle Strategies sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 8,107 shares — an estimated $755K sold.

Eagle Strategies first reported a position in ESGV in Q1 2024 and held it in 1 quarter. The position peaked at $755K in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Eagle Strategies reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Eagle Strategies sold 8,107 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $755K.
  • Eagle Strategies first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 1 quarter.
  • Eagle Strategies's Vanguard ESG US Stock ETF position peaked at $755K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Eagle Strategies's 13F filing for Q2 2024, filed 8 Aug 2024.