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Guidance Point Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Guidance Point 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
2021
Q4 		– Sell
-1,548
Closed -$123K – 184
2021
Q3 		$123K Buy
+1,548
New +$128K 0.04% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Guidance Point Advisors's ESGV Position: Q4 2021 in Review

Guidance Point Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2021, closing a stake of 1,548 shares — an estimated $123K sold.

Guidance Point Advisors first reported a position in ESGV in Q3 2021 and held it in 1 quarter. The position peaked at $123K in Q3 2021. 379 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Guidance Point Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 1,548 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $123K.
  • Guidance Point Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Vanguard ESG US Stock ETF position peaked at $123K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.