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

M. Kulyk & Associates’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return