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Householder Group Estate & Retirement Specialist’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$16K Buy
+226
New +$15.7K 0.01% 680
2022
Q4 		– Sell
-226
Closed -$14K – 538
2022
Q3 		$14K Buy
+226
New +$15.9K 0.01% 656

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
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ESGV Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q1 2023: 226 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in ESGV as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in ESGV in Q3 2022 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 226 shares of Vanguard ESG US Stock ETF worth $16K as of Q1 2023.
  • Vanguard ESG US Stock ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Vanguard ESG US Stock ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #680 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.