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FinTrust Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

FinTrust Capital 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
Q3 		$46.7K Buy
+459
New +$45K 0.01% 586

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
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
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

FinTrust Capital Advisors's ESGV Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2024: 459 shares worth $46.7K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings.

521 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • FinTrust Capital Advisors held 459 shares of Vanguard ESG US Stock ETF worth $46.7K as of Q3 2024.
  • Vanguard ESG US Stock ETF was a new FinTrust Capital Advisors position in Q3 2024.
  • Vanguard ESG US Stock ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #586 holding.
  • 521 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.