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New Potomac Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

New Potomac Partners’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 		$25.4K Buy
+250
New +$24.5K 0.01% 133

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $541M AUM 18.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New Potomac Partners's ESGV Position: Q3 2024 in Review

New Potomac Partners opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2024: 250 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #133 among its holdings.

522 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • New Potomac Partners held 250 shares of Vanguard ESG US Stock ETF worth $25.4K as of Q3 2024.
  • Vanguard ESG US Stock ETF was a new New Potomac Partners position in Q3 2024.
  • Vanguard ESG US Stock ETF made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #133 holding.
  • 522 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.