HRT Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

HRT Financial’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	-3,633	Closed	-$239K	–	2668
2022 Q4	$239K	Buy	+3,633	New	+$242K	﹤0.01%	1857

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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 New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HRT Financial's ESGV Position: Q1 2023 in Review

HRT Financial sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 3,633 shares — an estimated $239K sold.

HRT Financial first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $239K in Q4 2022. 416 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

HRT Financial reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
HRT Financial sold 3,633 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $239K.
HRT Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
HRT Financial's Vanguard ESG US Stock ETF position peaked at $239K in Q4 2022.
416 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on HRT Financial's 13F filing for Q1 2023, filed 12 May 2023.