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 $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