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Kades & Cheifetz’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kades & Cheifetz’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 		$369K Buy
3,521
+812
+30% +$85.2K 0.19% 78
2024
Q3 		$275K Buy
2,709
+8
+0.3% +$784 0.16% 79
2024
Q2 		$261K Buy
2,701
+46
+2% +$4.26K 0.16% 80
2024
Q1 		$247K Hold
2,655
– – 0.16% 79
2023
Q4 		$226K Buy
+2,655
New +$209K 0.16% 78
2023
Q3 		– Sell
-2,595
Closed -$203K – 77
2023
Q2 		$203K Buy
+2,595
New +$191K 0.16% 75

Other funds holding ESGV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kades & Cheifetz's ESGV Position: Q4 2024 in Review

Kades & Cheifetz increased its Vanguard ESG US Stock ETF (ESGV) stake by 30% in Q4 2024, buying an estimated $85.2K and bringing the position to 3,521 shares worth $369K. The position accounts for 0.19% of the portfolio, ranked #78.

Kades & Cheifetz first reported a position in ESGV in Q2 2023 and has held it in 6 quarters since. 590 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

  • Kades & Cheifetz held 3,521 shares of Vanguard ESG US Stock ETF worth $369K as of Q4 2024.
  • Kades & Cheifetz bought 812 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $85.2K.
  • Vanguard ESG US Stock ETF made up 0.19% of Kades & Cheifetz's portfolio in Q4 2024, its #78 holding.
  • Kades & Cheifetz first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 6 quarters since.
  • 590 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.