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Jacobson & Schmitt Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Jacobson & Schmitt Advisors’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
Q2 		– Sell
-32,455
Closed -$3.02M – 72
2024
Q1 		$3.02M Hold
32,455
– – 0.72% 36
2023
Q4 		$2.76M Buy
+32,455
New +$2.56M 0.7% 36

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 $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jacobson & Schmitt Advisors's ESGV Position: Q2 2024 in Review

Jacobson & Schmitt Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 32,455 shares — an estimated $3.02M sold.

Jacobson & Schmitt Advisors first reported a position in ESGV in Q4 2023 and held it in 2 quarters. The position peaked at $3.02M in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Jacobson & Schmitt Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 32,455 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $3.02M.
  • Jacobson & Schmitt Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 2 quarters.
  • Jacobson & Schmitt Advisors's Vanguard ESG US Stock ETF position peaked at $3.02M in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.