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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $541M AUM 18.86% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Integrated Advisors Network's ESGV Position: Q4 2024 in Review

Integrated Advisors Network sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 1,969 shares — an estimated $200K sold.

Integrated Advisors Network first reported a position in ESGV in Q2 2021 and held it in 7 quarters. The position peaked at $341K in Q2 2022. 592 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

Integrated Advisors Network reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
Integrated Advisors Network sold 1,969 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $200K.
Integrated Advisors Network first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 7 quarters.
Integrated Advisors Network's Vanguard ESG US Stock ETF position peaked at $341K in Q2 2022.
592 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Integrated Advisors Network's 13F filing for Q4 2024, filed 25 Feb 2025.