LEA
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Legacy Edge Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Legacy Edge Advisors’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
Q2 		– Sell
-8,747
Closed -$815K – 177
2024
Q1 		$815K Sell
8,747
-250
-3% -$22.2K 0.17% 74
2023
Q4 		$765K Buy
+8,997
New +$709K 0.18% 79

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Edge Advisors's ESGV Position: Q2 2024 in Review

Legacy Edge Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 8,747 shares — an estimated $815K sold.

Legacy Edge Advisors first reported a position in ESGV in Q4 2023 and held it in 2 quarters. The position peaked at $815K in Q1 2024. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Legacy Edge Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Legacy Edge Advisors sold 8,747 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $815K.
  • Legacy Edge Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 2 quarters.
  • Legacy Edge Advisors's Vanguard ESG US Stock ETF position peaked at $815K in Q1 2024.
  • 496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Legacy Edge Advisors's 13F filing for Q2 2024, filed 17 Aug 2026.