LB
ESGV icon

Leo Brokerage’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Leo Brokerage’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
Q2 		$52.6M Sell
673,002
-23,178
-3% -$1.71M 6.01% 3
2023
Q1 		$50M Buy
+696,180
New +$48.5M 7.46% 1
2022
Q2 		$42.5M Buy
639,541
+26,339
+4% +$1.9M 11.44% 1
2022
Q1 		$49.7M Buy
+613,202
New +$49.3M 7.92% 2
2021
Q3 		$41.5M Buy
518,087
+13,924
+3% +$1.15M 7.68% 2
2021
Q2 		$40.3M Buy
504,163
+33,136
+7% +$2.57M 8.1% 2
2021
Q1 		$34.7M Buy
471,027
+45,268
+11% +$3.28M 9.85% 1
2020
Q4 		$29.9M Buy
425,759
+63,601
+18% +$4.2M 9.63% 1
2020
Q3 		$20.4M Buy
+362,158
New +$22M 8.44% 1

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 $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return