Merriman Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Merriman Wealth Management’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 Q1	–	Sell	-106,000	Closed	-$9.32M	–	206
2021 Q4	$9.32M	Hold	106,000	–	–	0.68%	20
2021 Q3	$8.49M	Hold	106,000	–	–	0.71%	21
2021 Q2	$8.48M	Sell	106,000 -100	-0.1%	-$7.76K	0.73%	24
2021 Q1	$7.83M	Buy	106,100 +100	+0.1%	+$7.24K	0.9%	23
2020 Q4	$7.44M	Buy	106,000 +38,000	+56%	+$2.51M	0.8%	27
2020 Q3	$4.2M	Buy	68,000 +38,000	+127%	+$2.31M	0.63%	42
2020 Q2	$1.69M	Buy	+30,000	New	+$1.58M	0.27%	62
2020 Q1	–	Sell	-130,142	Closed	-$7.36M	–	162
2019 Q4	$7.36M	Hold	130,142	–	–	1.42%	21
2019 Q3	$6.76M	Buy	130,142 +2,900	+2%	+$150K	1.37%	22
2019 Q2	$65.6K	Buy	+127,242	New	+$6.38M	1.26%	26

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

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

Leo Brokerage Hurst, Texas $876M AUM

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

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

Merriman Wealth Management's ESGV Position: Q1 2022 in Review

Merriman Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 106,000 shares — an estimated $9.32M sold.

Merriman Wealth Management first reported a position in ESGV in Q2 2019 and held it in 10 quarters. The position peaked at $9.32M in Q4 2021. 374 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

Merriman Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 106,000 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $9.32M.
Merriman Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2019 and held it in 10 quarters.
Merriman Wealth Management's Vanguard ESG US Stock ETF position peaked at $9.32M in Q4 2021.
374 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.