M. Kulyk & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-20,368
Closed -$1.6M 98
2023
Q2
$1.6M Sell
20,368
-1,039
-5% -$76.5K 0.45% 54
2023
Q1
$1.54M Sell
21,407
-1,144
-5% -$79.7K 0.47% 53
2022
Q4
$1.49M Sell
22,551
-499
-2% -$33.3K 0.5% 53
2022
Q3
$1.45M Buy
23,050
+143
+0.6% +$10K 0.5% 54
2022
Q2
$1.52M Buy
22,907
+1,983
+9% +$143K 0.47% 49
2022
Q1
$1.7M Buy
20,924
+2,472
+13% +$199K 0.46% 45
2021
Q4
$1.62M Buy
18,452
+591
+3% +$50.5K 0.42% 45
2021
Q3
$1.43M Buy
17,861
+729
+4% +$60.1K 0.46% 42
2021
Q2
$1.37M Buy
+17,132
New +$1.33M 0.5% 41

Other funds holding ESGV

M. Kulyk & Associates's ESGV Position: Q3 2023 in Review

M. Kulyk & Associates sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2023, closing a stake of 20,368 shares — an estimated $1.6M sold.

M. Kulyk & Associates first reported a position in ESGV in Q2 2021 and held it in 9 quarters. The position peaked at $1.7M in Q1 2022. 421 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

  • M. Kulyk & Associates reported no remaining Vanguard ESG US Stock ETF position as of Q3 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 20,368 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $1.6M.
  • M. Kulyk & Associates first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 9 quarters.
  • M. Kulyk & Associates's Vanguard ESG US Stock ETF position peaked at $1.7M in Q1 2022.
  • 421 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.