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

FSM 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
2023
Q4 		– Sell
-2,869
Closed -$216K – 157
2023
Q3 		$216K Buy
2,869
+8
+0.3% +$628 0.11% 136
2023
Q2 		$224K Buy
2,861
+4
+0.1% +$295 0.11% 151
2023
Q1 		$205K Buy
+2,857
New +$199K 0.12% 151

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Bank of America
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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSM Wealth Advisors's ESGV Position: Q4 2023 in Review

FSM Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2023, closing a stake of 2,869 shares — an estimated $216K sold.

FSM Wealth Advisors first reported a position in ESGV in Q1 2023 and held it in 3 quarters. The position peaked at $224K in Q2 2023. 470 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

  • FSM Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2023 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,869 Vanguard ESG US Stock ETF shares in Q4 2023, an estimated $216K.
  • FSM Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 3 quarters.
  • FSM Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $224K in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on FSM Wealth Advisors's 13F filing for Q4 2023, filed 14 May 2024.