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Integrated Advisors Network’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Integrated Advisors Network’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
2024
Q4 		– Sell
-1,969
Closed -$200K – 718
2024
Q3 		$200K Buy
+1,969
New +$193K 0.01% 685
2022
Q4 		– Sell
-3,924
Closed -$247K – 648
2022
Q3 		$247K Sell
3,924
-1,215
-24% -$85.3K 0.02% 550
2022
Q2 		$341K Buy
5,139
+1,392
+37% +$101K 0.02% 498
2022
Q1 		$304K Hold
3,747
– – 0.02% 539
2021
Q4 		$329K Sell
3,747
-3
-0.1% -$256 0.02% 510
2021
Q3 		$300K Buy
3,750
+3
+0.1% +$247 0.02% 513
2021
Q2 		$300K Buy
+3,747
New +$291K 0.02% 472

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return