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

Herold 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
2022
Q2 		– Sell
-2,360
Closed -$191K – 324
2022
Q1 		$191K Hold
2,360
– – 0.07% 204
2021
Q4 		$207K Hold
2,360
– – 0.08% 195
2021
Q3 		$188K Buy
+2,360
New +$194K 0.07% 206

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Herold Advisors's ESGV Position: Q2 2022 in Review

Herold Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 2,360 shares — an estimated $191K sold.

Herold Advisors first reported a position in ESGV in Q3 2021 and held it in 3 quarters. The position peaked at $207K in Q4 2021. 368 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Herold Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 2,360 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $191K.
  • Herold Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 3 quarters.
  • Herold Advisors's Vanguard ESG US Stock ETF position peaked at $207K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.