Intersect Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Intersect Capital’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
2022 Q2	$1.21M	Sell	18,242 -200	-1%	-$14.4K	0.37%	63
2022 Q1	$1.5M	Sell	18,442 -710	-4%	-$57.1K	0.29%	66
2021 Q4	$1.68M	Buy	19,152 +778	+4%	+$66.5K	0.31%	65
2021 Q3	$1.47M	Buy	18,374 +2,252	+14%	+$186K	0.25%	74
2021 Q2	$1.29M	Buy	16,122 +1,942	+14%	+$151K	0.23%	87
2021 Q1	$1.05M	Buy	14,180 +1,360	+11%	+$98.5K	0.21%	89
2020 Q4	$900K	Buy	12,820 +3,285	+34%	+$217K	0.2%	85
2020 Q3	$589K	Buy	+9,535	New	+$580K	0.16%	100

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

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

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

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

Leo Brokerage Hurst, Texas $876M AUM

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Intersect Capital's ESGV Position: Q2 2022 in Review

Intersect Capital reduced its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q2 2022, selling an estimated $14.4K and leaving 18,242 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #63.

Intersect Capital first reported a position in ESGV in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.68M in Q4 2021. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

Intersect Capital held 18,242 shares of Vanguard ESG US Stock ETF worth $1.21M as of Q2 2022.
Intersect Capital sold 200 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $14.4K.
Vanguard ESG US Stock ETF made up 0.37% of Intersect Capital's portfolio in Q2 2022, its #63 holding.
Intersect Capital first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 8 quarters since.
Intersect Capital's Vanguard ESG US Stock ETF position peaked at $1.68M in Q4 2021.
369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.