Fullen Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Fullen Financial Group’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 Q1	$263K	Buy	3,636 +10	+0.3%	+$697	0.14%	52
2022 Q4	$258K	Buy	3,626 +17	+0.5%	+$1.13K	0.15%	52
2022 Q3	$242K	Buy	3,609 +12	+0.3%	+$842	0.15%	55
2022 Q2	$239K	Buy	3,597 +11	+0.3%	+$794	0.15%	54
2022 Q1	$291K	Buy	3,586 +8	+0.2%	+$643	0.17%	52
2021 Q4	$314K	Buy	3,578 +11	+0.3%	+$940	0.18%	52
2021 Q3	$302K	Buy	3,567 +10	+0.3%	+$824	0.17%	51
2021 Q2	$284K	Buy	3,557 +8	+0.2%	+$621	0.17%	52
2021 Q1	$262K	Buy	3,549 +8	+0.2%	+$579	0.17%	52
2020 Q4	$248K	Buy	3,541 +12	+0.3%	+$792	0.17%	53
2020 Q3	$218K	Buy	+3,529	New	+$215K	0.17%	53

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

Leo Brokerage Hurst, Texas $876M AUM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fullen Financial Group's ESGV Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.28% in Q1 2023, buying an estimated $697 and bringing the position to 3,636 shares worth $263K. The position accounts for 0.14% of the portfolio, ranked #52.

Fullen Financial Group first reported a position in ESGV in Q3 2020 and has held it in 11 quarters since. The position peaked at $314K in Q4 2021. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

Fullen Financial Group held 3,636 shares of Vanguard ESG US Stock ETF worth $263K as of Q1 2023.
Fullen Financial Group bought 10 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $697.
Vanguard ESG US Stock ETF made up 0.14% of Fullen Financial Group's portfolio in Q1 2023, its #52 holding.
Fullen Financial Group first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 11 quarters since.
Fullen Financial Group's Vanguard ESG US Stock ETF position peaked at $314K in Q4 2021.
415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.