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Golden State Equity Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Golden State Equity Partners’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
-1,300
Closed -$132K – 580
2024
Q3 		$132K Buy
+1,300
New +$127K 0.07% 242

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Morgan Stanley
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LWL
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VCM
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SG
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden State Equity Partners's ESGV Position: Q4 2024 in Review

Golden State Equity Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 1,300 shares — an estimated $132K sold.

Golden State Equity Partners first reported a position in ESGV in Q3 2024 and held it in 1 quarter. The position peaked at $132K in Q3 2024. 590 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Golden State Equity Partners reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 1,300 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $132K.
  • Golden State Equity Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard ESG US Stock ETF position peaked at $132K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.