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Greytown Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Greytown Advisors’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
Q1 		– Sell
-2,910
Closed -$248K – 81
2023
Q4 		$248K Hold
2,910
– – 0.13% 70
2023
Q3 		$219K Hold
2,910
– – 0.12% 75
2023
Q2 		$228K Hold
2,910
– – 0.12% 73
2023
Q1 		$209K Buy
+2,910
New +$203K 0.11% 85

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

Greytown Advisors's ESGV Position: Q1 2024 in Review

Greytown Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 2,910 shares — an estimated $248K sold.

Greytown Advisors first reported a position in ESGV in Q1 2023 and held it in 4 quarters. The position peaked at $248K in Q4 2023. 484 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • Greytown Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Greytown Advisors sold 2,910 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $248K.
  • Greytown Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 4 quarters.
  • Greytown Advisors's Vanguard ESG US Stock ETF position peaked at $248K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Greytown Advisors's 13F filing for Q1 2024, filed 15 May 2024.