Heritage Wealth Management (Arizona)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$17K	Buy	+258	New	+$17.2K	﹤0.01%	693

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

VCM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s ESGV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q4 2022: 258 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

400 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

Heritage Wealth Management (Arizona) held 258 shares of Vanguard ESG US Stock ETF worth $17K as of Q4 2022.
Vanguard ESG US Stock ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Vanguard ESG US Stock ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #693 holding.
400 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.