GI
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Gradient Investments’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-2
Closed -$193 – 615
2024
Q2 		$193 Hold
2
– – ﹤0.01% 1273
2024
Q1 		$186 Hold
2
– – ﹤0.01% 1105
2023
Q4 		$170 Hold
2
– – ﹤0.01% 1711
2023
Q3 		$150 Sell
2
-117
-98% -$9.18K ﹤0.01% 1692
2023
Q2 		$9.32K Hold
119
– – ﹤0.01% 814
2023
Q1 		$8.53K Sell
119
-110
-48% -$7.67K ﹤0.01% 841
2022
Q4 		$15.1K Hold
229
– – ﹤0.01% 736
2022
Q3 		$14K Sell
229
-86
-27% -$6.04K ﹤0.01% 729
2022
Q2 		$21K Buy
315
+81
+35% +$5.85K ﹤0.01% 636
2022
Q1 		$19K Buy
234
+10
+4% +$804 ﹤0.01% 656
2021
Q4 		$20K Buy
224
+88
+65% +$7.52K ﹤0.01% 656
2021
Q3 		$11K Buy
+136
New +$11.2K ﹤0.01% 759

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 $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return