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EdgeRock Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

EdgeRock Capital’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
Q4 		– Sell
-3,028
Closed -$228K – 334
2023
Q3 		$228K Buy
+3,028
New +$238K 0.14% 53
2022
Q4 		– Sell
-941
Closed -$59K – 163
2022
Q3 		$59K Buy
+941
New +$66K 0.03% 93

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EdgeRock Capital's ESGV Position: Q4 2023 in Review

EdgeRock Capital sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2023, closing a stake of 3,028 shares — an estimated $228K sold.

EdgeRock Capital first reported a position in ESGV in Q3 2022 and held it in 2 quarters. The position peaked at $228K in Q3 2023. 472 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

  • EdgeRock Capital reported no remaining Vanguard ESG US Stock ETF position as of Q4 2023 after selling out during the quarter.
  • EdgeRock Capital sold 3,028 Vanguard ESG US Stock ETF shares in Q4 2023, an estimated $228K.
  • EdgeRock Capital first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 2 quarters.
  • EdgeRock Capital's Vanguard ESG US Stock ETF position peaked at $228K in Q3 2023.
  • 472 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on EdgeRock Capital's 13F filing for Q4 2023, filed 6 Feb 2024.