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	-$40K	–	122
2021 Q2	$40K	Buy	+500	New	+$38.8K	0.03%	174

Other funds holding ESGV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $40K sold.

Financial Insights first reported a position in ESGV in Q2 2021 and held it in 1 quarter. The position peaked at $40K in Q2 2021. 300 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 $40K.
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 $40K in Q2 2021.
300 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.