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

Elmwood 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
2022 Q1	–	Sell	-350	Closed	-$31K	–	175
2021 Q4	$31K	Buy	+350	New	+$29.9K	0.01%	220
2021 Q2	$28K	Hold	350	–	–	0.01%	201
2021 Q1	$26K	Buy	+350	New	+$25.3K	0.02%	198
2020 Q3	$20K	Hold	350	–	–	0.02%	162
2020 Q2	$20K	Buy	+350	New	+$18.4K	0.02%	162

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

Elmwood Wealth Management's ESGV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 350 shares — an estimated $31K sold.

Elmwood Wealth Management first reported a position in ESGV in Q2 2020 and held it in 5 quarters. The position peaked at $31K in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

Elmwood Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 350 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $31K.
Elmwood Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 5 quarters.
Elmwood Wealth Management's Vanguard ESG US Stock ETF position peaked at $31K in Q4 2021.
373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.