Grand Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Grand Wealth Management’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 Q2	–	Sell	-659	Closed	-$61.4K	–	65
2024 Q1	$61.4K	Hold	659	–	–	0.03%	56
2023 Q4	$56.1K	Hold	659	–	–	0.03%	58
2023 Q3	$49.6K	Hold	659	–	–	0.03%	53
2023 Q2	$51.6K	Hold	659	–	–	0.03%	50
2023 Q1	$47.3K	Hold	659	–	–	0.03%	46
2022 Q4	$43.4K	Sell	659 -186	-22%	-$12.4K	0.03%	46
2022 Q3	$53K	Sell	845 -3,165	-79%	-$222K	0.03%	44
2022 Q2	$266K	Buy	4,010 +2,965	+284%	+$214K	0.14%	33
2022 Q1	$85K	Sell	1,045 -391	-27%	-$31.4K	0.04%	41
2021 Q4	$126K	Buy	+1,436	New	+$123K	0.06%	36

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Royal Bank of Canada

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