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Lugano Financial Advisors SA (LFA)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2020
Q3 		– Sell
-900
Closed -$51K – 114
2020
Q2 		$51K Hold
900
– – 0.05% 93
2020
Q1 		$51K Hold
900
– – 0.05% 105
2019
Q4 		$51K Buy
+900
New +$48.6K 0.04% 110
2019
Q2 		$46K Buy
+900
New +$45.1K 0.03% 108

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s ESGV Position: Q3 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2020, closing a stake of 900 shares — an estimated $51K sold.

Lugano Financial Advisors SA (LFA) first reported a position in ESGV in Q2 2019 and held it in 4 quarters. The position peaked at $51K in Q2 2020. 167 funds tracked by Wall St. Rank hold ESGV as of Q3 2020.

  • Lugano Financial Advisors SA (LFA) reported no remaining Vanguard ESG US Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 900 Vanguard ESG US Stock ETF shares in Q3 2020, an estimated $51K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and held it in 4 quarters.
  • Lugano Financial Advisors SA (LFA)'s Vanguard ESG US Stock ETF position peaked at $51K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2020, filed 23 Oct 2020.