Global Strategic Investment Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Global Strategic Investment Solutions’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 Q4	–	Sell	-2,197	Closed	-$223K	–	158
2024 Q3	$223K	Buy	2,197 +6	+0.3%	+$588	0.03%	142
2024 Q2	$212K	Sell	2,191 -232	-10%	-$21.5K	0.03%	139
2024 Q1	$226K	Buy	2,423 +6	+0.2%	+$534	0.03%	144
2023 Q4	$206K	Sell	2,417 -958	-28%	-$75.5K	0.03%	140
2023 Q3	$254K	Hold	3,375	–	–	0.03%	130
2023 Q2	$264K	Hold	3,375	–	–	0.03%	123
2023 Q1	$242K	Hold	3,375	–	–	0.03%	119
2022 Q4	$222K	Hold	3,375	–	–	0.01%	121
2022 Q3	$212K	Buy	+3,375	New	+$237K	0.01%	126

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Strategic Investment Solutions's ESGV Position: Q4 2024 in Review

Global Strategic Investment Solutions sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 2,197 shares — an estimated $223K sold.

Global Strategic Investment Solutions first reported a position in ESGV in Q3 2022 and held it in 9 quarters. The position peaked at $264K in Q2 2023. 592 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

Global Strategic Investment Solutions reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
Global Strategic Investment Solutions sold 2,197 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $223K.
Global Strategic Investment Solutions first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 9 quarters.
Global Strategic Investment Solutions's Vanguard ESG US Stock ETF position peaked at $264K in Q2 2023.
592 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Global Strategic Investment Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.