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Howe & Rusling’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Howe & Rusling’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
-762
Closed -$50.2K – 313
2022
Q4 		$50.2K Sell
762
-1,207
-61% -$80.5K 0.01% 239
2022
Q3 		$124K Hold
1,969
– – 0.02% 236
2022
Q2 		$131K Sell
1,969
-1,800
-48% -$130K 0.02% 229
2022
Q1 		$306K Buy
3,769
+147
+4% +$11.8K 0.04% 162
2021
Q4 		$318K Hold
3,622
– – 0.04% 159
2021
Q3 		$290K Hold
3,622
– – 0.04% 161
2021
Q2 		$290K Hold
3,622
– – 0.04% 154
2021
Q1 		$267K Hold
3,622
– – 0.04% 150
2020
Q4 		$254K Hold
3,622
– – 0.04% 149
2020
Q3 		$224K Buy
3,622
+3,242
+853% +$197K 0.04% 139
2020
Q2 		$21K Buy
+380
New +$20K ﹤0.01% 342

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

Howe & Rusling's ESGV Position: Q1 2023 in Review

Howe & Rusling sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 762 shares — an estimated $50.2K sold.

Howe & Rusling first reported a position in ESGV in Q2 2020 and held it in 11 quarters. The position peaked at $318K in Q4 2021. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Howe & Rusling reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Howe & Rusling sold 762 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $50.2K.
  • Howe & Rusling first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 11 quarters.
  • Howe & Rusling's Vanguard ESG US Stock ETF position peaked at $318K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Howe & Rusling's 13F filing for Q1 2023, filed 15 May 2023.