JWM
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Janiczek Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Janiczek Wealth Management’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 		$114K Buy
1,184
+168
+17% +$15.6K 0.02% 256
2024
Q1 		$94.7K Buy
1,016
+53
+6% +$4.71K 0.02% 300
2023
Q4 		$81.9K Buy
963
+88
+10% +$6.93K 0.02% 303
2023
Q3 		$65.8K Buy
875
+81
+10% +$6.36K 0.02% 324
2023
Q2 		$62.2K Sell
794
-124
-14% -$9.13K 0.02% 291
2023
Q1 		$66K Buy
918
+102
+13% +$7.11K 0.02% 272
2022
Q4 		$56.1K Buy
816
+41
+5% +$2.73K 0.02% 304
2022
Q3 		$49K Buy
775
+40
+5% +$2.81K 0.02% 306
2022
Q2 		$53K Buy
735
+40
+6% +$2.89K 0.02% 296
2022
Q1 		$56K Sell
695
-242
-26% -$19.5K 0.02% 285
2021
Q4 		$82K Buy
937
+150
+19% +$12.8K 0.02% 217
2021
Q3 		$63K Buy
787
+280
+55% +$23.1K 0.02% 246
2021
Q2 		$41K Buy
+507
New +$39.3K 0.01% 288

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
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
Bank of America
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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janiczek Wealth Management's ESGV Position: Q2 2024 in Review

Janiczek Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 17% in Q2 2024, buying an estimated $15.6K and bringing the position to 1,184 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #256.

Janiczek Wealth Management first reported a position in ESGV in Q2 2021 and has held it in 13 quarters since. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Janiczek Wealth Management held 1,184 shares of Vanguard ESG US Stock ETF worth $114K as of Q2 2024.
  • Janiczek Wealth Management bought 168 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $15.6K.
  • Vanguard ESG US Stock ETF made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #256 holding.
  • Janiczek Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 13 quarters since.
  • 496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.