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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 $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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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

Gradient Investments's ESGV Position: Q3 2024 in Review

Gradient Investments sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 2 shares — an estimated $193 sold.

Gradient Investments first reported a position in ESGV in Q3 2021 and held it in 12 quarters. The position peaked at $21K in Q2 2022. 522 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • Gradient Investments reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 2 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $193.
  • Gradient Investments first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 12 quarters.
  • Gradient Investments's Vanguard ESG US Stock ETF position peaked at $21K in Q2 2022.
  • 522 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.