GW
ESGV icon

GW & Wade’s Vanguard ESG US Stock ETF ESGV Stock Holding History

GW & Wade’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
2023
Q1 		– Sell
-3,328
Closed -$219K – 384
2022
Q4 		$219K Sell
3,328
-651
-16% -$43.4K 0.01% 357
2022
Q3 		$250K Sell
3,979
-4,556
-53% -$320K 0.01% 327
2022
Q2 		$567K Sell
8,535
-796
-9% -$57.5K 0.03% 238
2022
Q1 		$757K Buy
9,331
+3,633
+64% +$292K 0.03% 209
2021
Q4 		$501K Buy
+5,698
New +$487K 0.02% 252

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
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GW & Wade's ESGV Position: Q1 2023 in Review

GW & Wade sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 3,328 shares — an estimated $219K sold.

GW & Wade first reported a position in ESGV in Q4 2021 and held it in 5 quarters. The position peaked at $757K in Q1 2022. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • GW & Wade reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • GW & Wade sold 3,328 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $219K.
  • GW & Wade first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 5 quarters.
  • GW & Wade's Vanguard ESG US Stock ETF position peaked at $757K in Q1 2022.
  • 416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on GW & Wade's 13F filing for Q1 2023, filed 9 May 2023.