Next Financial Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Next Financial Group’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
2021 Q4	$35K	Hold	400	–	–	﹤0.01%	1639
2021 Q3	$32K	Hold	400	–	–	﹤0.01%	1607
2021 Q2	$32K	Hold	400	–	–	﹤0.01%	1571
2021 Q1	$30K	Hold	400	–	–	﹤0.01%	1487
2020 Q4	$28K	Hold	400	–	–	﹤0.01%	1409
2020 Q3	$25K	Buy	+400	New	+$24.3K	﹤0.01%	1331
2020 Q2	–	Sell	-400	Closed	-$18K	–	965
2020 Q1	$18K	Hold	400	–	–	﹤0.01%	1306
2019 Q4	$23K	Buy	+400	New	+$21.6K	﹤0.01%	1474

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

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

Next Financial Group's ESGV Position: Q4 2021 in Review

Next Financial Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q4 2021 at 400 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Next Financial Group first reported a position in ESGV in Q4 2019 and has held it in 8 quarters since. 379 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

Next Financial Group held 400 shares of Vanguard ESG US Stock ETF worth $35K as of Q4 2021.
Next Financial Group left its Vanguard ESG US Stock ETF share count unchanged in Q4 2021.
Vanguard ESG US Stock ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1639 holding.
Next Financial Group first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and has held it in 8 quarters since.
379 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.