Echo45 Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Echo45 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
2023 Q1	–	Sell	-10,253	Closed	-$675K	–	55
2022 Q4	$675K	Buy	+10,253	New	+$684K	0.61%	19

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Echo45 Advisors's ESGV Position: Q1 2023 in Review

Echo45 Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 10,253 shares — an estimated $675K sold.

Echo45 Advisors first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $675K in Q4 2022. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

Echo45 Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
Echo45 Advisors sold 10,253 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $675K.
Echo45 Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
Echo45 Advisors's Vanguard ESG US Stock ETF position peaked at $675K in Q4 2022.
415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Echo45 Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.