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Lion Street Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lion Street 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
Q3 		– Sell
-7,276
Closed -$703K – 266
2024
Q2 		$703K Hold
7,276
– – 0.26% 84
2024
Q1 		$619K Hold
7,276
– – 0.25% 92
2023
Q4 		$619K Hold
7,276
– – 0.25% 91
2023
Q3 		$547K Buy
+7,276
New +$571K 0.18% 112
2023
Q2 		– Sell
-7,276
Closed -$522K – 252
2023
Q1 		$522K Buy
+7,276
New +$507K 0.16% 114
2022
Q4 		– Sell
-4,444
Closed -$280K – 156
2022
Q3 		$280K Buy
+4,444
New +$312K 0.14% 93

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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 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

Lion Street Advisors's ESGV Position: Q3 2024 in Review

Lion Street Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 7,276 shares — an estimated $703K sold.

Lion Street Advisors first reported a position in ESGV in Q3 2022 and held it in 6 quarters. The position peaked at $703K in Q2 2024. 522 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • Lion Street Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Lion Street Advisors sold 7,276 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $703K.
  • Lion Street Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 6 quarters.
  • Lion Street Advisors's Vanguard ESG US Stock ETF position peaked at $703K in Q2 2024.
  • 522 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Lion Street Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.