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ESGV icon

GenWealth Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

GenWealth 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
2024
Q1 		– Sell
-27,397
Closed -$2.33M – 67
2023
Q4 		$2.33M Sell
27,397
-1,087
-4% -$85.7K 0.64% 31
2023
Q3 		$2.14M Sell
28,484
-199
-0.7% -$15.6K 0.65% 30
2023
Q2 		$2.25M Buy
28,683
+140
+0.5% +$10.3K 0.65% 30
2023
Q1 		$2.05M Buy
28,543
+212
+0.7% +$14.8K 0.63% 29
2022
Q4 		$1.87M Sell
28,331
-7,113
-20% -$474K 0.61% 30
2022
Q3 		$2.23M Buy
35,444
+14,357
+68% +$1.01M 0.76% 21
2022
Q2 		$1.4M Buy
21,087
+2,505
+13% +$181K 0.45% 27
2022
Q1 		$1.51M Buy
18,582
+8,879
+92% +$714K 0.42% 31
2021
Q4 		$852K Buy
9,703
+3,606
+59% +$308K 0.23% 35
2021
Q3 		$488K Buy
+6,097
New +$502K 0.14% 44

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
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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

GenWealth Group's ESGV Position: Q1 2024 in Review

GenWealth Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 27,397 shares — an estimated $2.33M sold.

GenWealth Group first reported a position in ESGV in Q3 2021 and held it in 10 quarters. The position peaked at $2.33M in Q4 2023. 486 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • GenWealth Group reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • GenWealth Group sold 27,397 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $2.33M.
  • GenWealth Group first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 10 quarters.
  • GenWealth Group's Vanguard ESG US Stock ETF position peaked at $2.33M in Q4 2023.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on GenWealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.