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Financial Insights’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Insights’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
2021
Q3 		– Sell
-500
Closed -$400K – 122
2021
Q2 		$400K Buy
+500
New +$38.8K 0.03% 174

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Insights's ESGV Position: Q3 2021 in Review

Financial Insights sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2021, closing a stake of 500 shares — an estimated $400K sold.

Financial Insights first reported a position in ESGV in Q2 2021 and held it in 1 quarter. The position peaked at $400K in Q2 2021. 299 funds tracked by Wall St. Rank hold ESGV as of Q3 2021.

  • Financial Insights reported no remaining Vanguard ESG US Stock ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 500 Vanguard ESG US Stock ETF shares in Q3 2021, an estimated $400K.
  • Financial Insights first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's Vanguard ESG US Stock ETF position peaked at $400K in Q2 2021.
  • 299 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.