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Front Row Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Front Row 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 		– Sell
-266
Closed -$25.7K – 616
2024
Q2 		$25.7K Hold
266
– – 0.01% 363
2024
Q1 		$24.8K Buy
+266
New +$23.7K 0.01% 367
2023
Q4 		– Sell
-266
Closed -$20K – 584
2023
Q3 		$20K Hold
266
– – 0.01% 382
2023
Q2 		$21K Hold
266
– – 0.01% 368
2023
Q1 		$19K Hold
266
– – 0.01% 387
2022
Q4 		$18K Hold
266
– – 0.01% 393
2022
Q3 		$17K Hold
266
– – 0.01% 412
2022
Q2 		$18K Hold
266
– – 0.01% 411
2022
Q1 		$22K Sell
266
-195
-42% -$15.7K 0.01% 398
2021
Q4 		$41K Buy
461
+30
+7% +$2.56K 0.02% 290
2021
Q3 		$35K Buy
431
+95
+28% +$7.83K 0.01% 303
2021
Q2 		$28K Buy
336
+70
+26% +$5.43K 0.01% 346
2021
Q1 		$20K Buy
+266
New +$19.3K 0.01% 402

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $541M AUM 18.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Front Row Advisors's ESGV Position: Q3 2024 in Review

Front Row Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 266 shares — an estimated $25.7K sold.

Front Row Advisors first reported a position in ESGV in Q1 2021 and held it in 13 quarters. The position peaked at $41K in Q4 2021. 522 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • Front Row Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Front Row Advisors sold 266 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $25.7K.
  • Front Row Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and held it in 13 quarters.
  • Front Row Advisors's Vanguard ESG US Stock ETF position peaked at $41K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Front Row Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.