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Lakewood Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lakewood Asset 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
Q1 		– Sell
-480
Closed -$32K – 164
2022
Q4 		$32K Buy
+480
New +$32K 0.03% 205

Other funds holding ESGV

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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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lakewood Asset Management's ESGV Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 480 shares — an estimated $32K sold.

Lakewood Asset Management first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $32K in Q4 2022. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Lakewood Asset Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 480 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $32K.
  • Lakewood Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Vanguard ESG US Stock ETF position peaked at $32K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.