Meridian Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Meridian Wealth 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
2023 Q2	–	Sell	-4,211	Closed	-$302K	–	187
2023 Q1	$302K	Buy	4,211 +12	+0.3%	+$836	0.08%	147
2022 Q4	$277K	Buy	4,199 +20	+0.5%	+$1.33K	0.07%	157
2022 Q3	$263K	Buy	4,179 +14	+0.3%	+$983	0.07%	158
2022 Q2	$277K	Buy	4,165 +13	+0.3%	+$939	0.07%	163
2022 Q1	$337K	Buy	4,152 +9	+0.2%	+$724	0.08%	155
2021 Q4	$364K	Buy	4,143 +13	+0.3%	+$1.11K	0.09%	146
2021 Q3	$331K	Buy	4,130 +12	+0.3%	+$989	0.09%	150
2021 Q2	$329K	Buy	4,118 +9	+0.2%	+$698	0.09%	150
2021 Q1	$303K	Buy	4,109 +9	+0.2%	+$652	0.1%	140
2020 Q4	$288K	Buy	4,100 +14	+0.3%	+$924	0.11%	142
2020 Q3	$253K	Buy	4,086 +13	+0.3%	+$790	0.11%	142
2020 Q2	$230K	Buy	+4,073	New	+$214K	0.11%	148

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

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

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

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

Meridian Wealth Advisors's ESGV Position: Q2 2023 in Review

Meridian Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2023, closing a stake of 4,211 shares — an estimated $302K sold.

Meridian Wealth Advisors first reported a position in ESGV in Q2 2020 and held it in 12 quarters. The position peaked at $364K in Q4 2021. 427 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

Meridian Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 4,211 Vanguard ESG US Stock ETF shares in Q2 2023, an estimated $302K.
Meridian Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 12 quarters.
Meridian Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $364K in Q4 2021.
427 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on Meridian Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.