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NorthStar Asset Management (Massachusetts)’s Vanguard ESG US Stock ETF ESGV Stock Holding History

NorthStar Asset Management (Massachusetts)’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
Q3 		– Sell
-4,022
Closed -$267K – 73
2022
Q2 		$267K Buy
+4,022
New +$290K 0.09% 71

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NorthStar Asset Management (Massachusetts)'s ESGV Position: Q3 2022 in Review

NorthStar Asset Management (Massachusetts) sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2022, closing a stake of 4,022 shares — an estimated $267K sold.

NorthStar Asset Management (Massachusetts) first reported a position in ESGV in Q2 2022 and held it in 1 quarter. The position peaked at $267K in Q2 2022. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

  • NorthStar Asset Management (Massachusetts) reported no remaining Vanguard ESG US Stock ETF position as of Q3 2022 after selling out during the quarter.
  • NorthStar Asset Management (Massachusetts) sold 4,022 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $267K.
  • NorthStar Asset Management (Massachusetts) first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 1 quarter.
  • NorthStar Asset Management (Massachusetts)'s Vanguard ESG US Stock ETF position peaked at $267K in Q2 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q3 2022, filed 15 May 2023.