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Kalos Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kalos 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
2023
Q2 		– Sell
-22
Closed -$1.58K – 206
2023
Q1 		$1.58K Buy
+22
New +$1.53K ﹤0.01% 359

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kalos Management's ESGV Position: Q2 2023 in Review

Kalos Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2023, closing a stake of 22 shares — an estimated $1.58K sold.

Kalos Management first reported a position in ESGV in Q1 2023 and held it in 1 quarter. The position peaked at $1.58K in Q1 2023. 427 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

  • Kalos Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 22 Vanguard ESG US Stock ETF shares in Q2 2023, an estimated $1.58K.
  • Kalos Management first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 1 quarter.
  • Kalos Management's Vanguard ESG US Stock ETF position peaked at $1.58K in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.