Financial Synergies Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Synergies Wealth 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
2024 Q2	–	Sell	-288	Closed	-$26.8K	–	187
2024 Q1	$26.8K	Buy	288 +57	+25%	+$5.07K	﹤0.01%	168
2023 Q4	$15.2K	Sell	231 -37	-14%	-$2.92K	﹤0.01%	155
2023 Q3	$20.2K	Buy	268 +17	+7%	+$1.33K	﹤0.01%	174
2023 Q2	$19.7K	Buy	251 +4	+2%	+$295	﹤0.01%	174
2023 Q1	$17.7K	Buy	247 +16	+7%	+$1.11K	﹤0.01%	193
2022 Q4	$15.2K	Buy	231 +41	+22%	+$2.73K	﹤0.01%	155
2022 Q3	$12K	Buy	190 +13	+7%	+$912	﹤0.01%	149
2022 Q2	$11.7K	Buy	+177	New	+$12.8K	﹤0.01%	161

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

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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 $468M AUM 17.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's ESGV Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 288 shares — an estimated $26.8K sold.

Financial Synergies Wealth Advisors first reported a position in ESGV in Q2 2022 and held it in 8 quarters. The position peaked at $26.8K in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 288 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $26.8K.
Financial Synergies Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $26.8K in Q1 2024.
495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.