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

Elm 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
2022 Q1	$1.03M	Hold	12,683	–	–	1.39%	21
2021 Q4	$1.11M	Sell	12,683 -25	-0.2%	-$2.14K	0.62%	29
2021 Q3	$1.02M	Buy	12,708 +45	+0.4%	+$3.71K	0.61%	30
2021 Q2	$1.01M	Buy	12,663 +620	+5%	+$48.1K	0.59%	29
2021 Q1	$888K	Buy	12,043 +225	+2%	+$16.3K	0.55%	33
2020 Q4	$829K	Sell	11,818 -267	-2%	-$17.6K	0.51%	32
2020 Q3	$747K	Hold	12,085	–	–	0.51%	39
2020 Q2	$681K	Sell	12,085 -505	-4%	-$26.6K	0.48%	41
2020 Q1	$576K	Hold	12,590	–	–	0.47%	44
2019 Q4	$712K	Hold	12,590	–	–	0.45%	43
2019 Q3	$654K	Hold	12,590	–	–	0.44%	45
2019 Q2	$644K	Hold	12,590	–	–	0.44%	44
2019 Q1	$618K	Buy	+12,590	New	+$593K	0.43%	46

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elm Advisors's ESGV Position: Q1 2022 in Review

Elm Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q1 2022 at 12,683 shares worth $1.03M. The position accounts for 1.39% of the portfolio, ranked #21.

Elm Advisors first reported a position in ESGV in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.11M in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

Elm Advisors held 12,683 shares of Vanguard ESG US Stock ETF worth $1.03M as of Q1 2022.
Elm Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q1 2022.
Vanguard ESG US Stock ETF made up 1.39% of Elm Advisors's portfolio in Q1 2022, its #21 holding.
Elm Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2019 and has held it in 13 quarters since.
Elm Advisors's Vanguard ESG US Stock ETF position peaked at $1.11M in Q4 2021.
373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.