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Lokken Investment Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lokken Investment Group’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
2022
Q2 		– Sell
-5,691
Closed -$415K – 118
2022
Q1 		$415K Hold
5,691
– – 0.33% 70
2021
Q4 		$500K Hold
5,691
– – 0.36% 59
2021
Q3 		$456K Buy
+5,691
New +$469K 0.36% 59

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Lokken Investment Group's ESGV Position: Q2 2022 in Review

Lokken Investment Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 5,691 shares — an estimated $415K sold.

Lokken Investment Group first reported a position in ESGV in Q3 2021 and held it in 3 quarters. The position peaked at $500K in Q4 2021. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Lokken Investment Group reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Lokken Investment Group sold 5,691 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $415K.
  • Lokken Investment Group first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 3 quarters.
  • Lokken Investment Group's Vanguard ESG US Stock ETF position peaked at $500K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.