Global Wealth Strategies & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Global Wealth Strategies & Associates’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	-565	Closed	-$42.5K	–	345
2023 Q3	$42.5K	Hold	565	–	–	0.02%	84
2023 Q2	$44.3K	Hold	565	–	–	0.02%	83
2023 Q1	$40.5K	Hold	565	–	–	0.02%	84
2022 Q4	$37.2K	Buy	+565	New	+$37.7K	0.02%	84

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Strategies & Associates's ESGV Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2023, closing a stake of 565 shares — an estimated $42.5K sold.

Global Wealth Strategies & Associates first reported a position in ESGV in Q4 2022 and held it in 4 quarters. The position peaked at $44.3K in Q2 2023. 470 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

Global Wealth Strategies & Associates reported no remaining Vanguard ESG US Stock ETF position as of Q4 2023 after selling out during the quarter.
Global Wealth Strategies & Associates sold 565 Vanguard ESG US Stock ETF shares in Q4 2023, an estimated $42.5K.
Global Wealth Strategies & Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 4 quarters.
Global Wealth Strategies & Associates's Vanguard ESG US Stock ETF position peaked at $44.3K in Q2 2023.
470 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.