Kings Point Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kings Point Capital 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
2022 Q1	$16K	Buy	+201	New	+$16.2K	﹤0.01%	516

Other funds holding ESGV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kings Point Capital Management's ESGV Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q1 2022: 201 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #516 among its holdings.

374 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

Kings Point Capital Management held 201 shares of Vanguard ESG US Stock ETF worth $16K as of Q1 2022.
Vanguard ESG US Stock ETF was a new Kings Point Capital Management position in Q1 2022.
Vanguard ESG US Stock ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #516 holding.
374 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.