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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 $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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return