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Morton Brown Family Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Morton Brown Family Wealth’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
2024
Q3 		– Sell
-2,515
Closed -$247K – 272
2024
Q2 		$247K Buy
+2,515
New +$233K 0.1% 49

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Morton Brown Family Wealth's ESGV Position: Q3 2024 in Review

Morton Brown Family Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 2,515 shares — an estimated $247K sold.

Morton Brown Family Wealth first reported a position in ESGV in Q2 2024 and held it in 1 quarter. The position peaked at $247K in Q2 2024. 521 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • Morton Brown Family Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2,515 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $247K.
  • Morton Brown Family Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's Vanguard ESG US Stock ETF position peaked at $247K in Q2 2024.
  • 521 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Morton Brown Family Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.