Kathryn A. Hall’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kathryn A. Hall’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	–	Sell	-4,698	Closed	-$478K	–	24
2024 Q3	$478K	Buy	4,698 +13	+0.3%	+$1.27K	0.1%	45
2024 Q2	$453K	Buy	4,685 +15	+0.3%	+$1.39K	0.1%	45
2024 Q1	$435K	Buy	4,670 +11	+0.2%	+$978	0.1%	48
2023 Q4	$396K	Buy	4,659 +18	+0.4%	+$1.42K	0.11%	46
2023 Q3	$349K	Buy	4,641 +16	+0.3%	+$1.25K	0.12%	47
2023 Q2	$362K	Buy	4,625 +12	+0.3%	+$884	0.12%	47
2023 Q1	$331K	Buy	+4,613	New	+$321K	0.1%	56
2021 Q2	–	Sell	-2,813	Closed	-$207K	–	55
2021 Q1	$207K	Buy	+2,813	New	+$204K	0.07%	54

Other funds holding ESGV

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kathryn A. Hall's ESGV Position: Q4 2024 in Review

Kathryn A. Hall sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2024, closing a stake of 4,698 shares — an estimated $478K sold.

Kathryn A. Hall first reported a position in ESGV in Q1 2021 and held it in 8 quarters. The position peaked at $478K in Q3 2024. 591 funds tracked by Wall St. Rank hold ESGV as of Q4 2024.

Kathryn A. Hall reported no remaining Vanguard ESG US Stock ETF position as of Q4 2024 after selling out during the quarter.
Kathryn A. Hall sold 4,698 Vanguard ESG US Stock ETF shares in Q4 2024, an estimated $478K.
Kathryn A. Hall first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and held it in 8 quarters.
Kathryn A. Hall's Vanguard ESG US Stock ETF position peaked at $478K in Q3 2024.
591 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2024.

Based on Kathryn A. Hall's 13F filing for Q4 2024, filed 12 Feb 2025.