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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 $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