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 $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grand Wealth Management's ESGV Position: Q2 2024 in Review

Grand Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 659 shares — an estimated $61.4K sold.

Grand Wealth Management first reported a position in ESGV in Q4 2021 and held it in 10 quarters. The position peaked at $266K in Q2 2022. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

Grand Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
Grand Wealth Management sold 659 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $61.4K.
Grand Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 10 quarters.
Grand Wealth Management's Vanguard ESG US Stock ETF position peaked at $266K in Q2 2022.
496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Grand Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.