KWM
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Keating Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Keating 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
Q1 		$1.13M Buy
12,091
+16
+0.1% +$1.42K 0.68% 16
2023
Q4 		$1.03M Buy
+12,075
New +$952K 0.71% 16

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
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Keating Wealth Management's ESGV Position: Q1 2024 in Review

Keating Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.13% in Q1 2024, buying an estimated $1.42K and bringing the position to 12,091 shares worth $1.13M. The position accounts for 0.68% of the portfolio, ranked #16.

Keating Wealth Management first reported a position in ESGV in Q4 2023 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • Keating Wealth Management held 12,091 shares of Vanguard ESG US Stock ETF worth $1.13M as of Q1 2024.
  • Keating Wealth Management bought 16 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $1.42K.
  • Vanguard ESG US Stock ETF made up 0.68% of Keating Wealth Management's portfolio in Q1 2024, its #16 holding.
  • Keating Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.