Financial Advocates Investment Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Advocates Investment 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 Q4	–	Sell	-12,411	Closed	-$781K	–	792
2022 Q3	$781K	Buy	12,411 +20	+0.2%	+$1.4K	0.06%	308
2022 Q2	$823K	Buy	12,391 +1,725	+16%	+$125K	0.07%	301
2022 Q1	$865K	Hold	10,666	–	–	0.06%	325
2021 Q4	$937K	Hold	10,666	–	–	0.06%	331
2021 Q3	$854K	Buy	10,666 +1,581	+17%	+$130K	0.06%	347
2021 Q2	$727K	Buy	9,085 +2,638	+41%	+$205K	0.05%	384
2021 Q1	$475K	Buy	+6,447	New	+$467K	0.03%	492

Other funds holding ESGV

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

Visa Foundation San Francisco, California $155M AUM 20.68% 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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

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

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

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

Financial Advocates Investment Management's ESGV Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 12,411 shares — an estimated $781K sold.

Financial Advocates Investment Management first reported a position in ESGV in Q1 2021 and held it in 7 quarters. The position peaked at $937K in Q4 2021. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

Financial Advocates Investment Management reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 12,411 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $781K.
Financial Advocates Investment Management first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and held it in 7 quarters.
Financial Advocates Investment Management's Vanguard ESG US Stock ETF position peaked at $937K in Q4 2021.
401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.