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Occidental Asset Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Occidental Asset 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
-2,275
Closed -$200K – 198
2021
Q4 		$200K Buy
+2,275
New +$194K 0.05% 202

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Occidental Asset Management's ESGV Position: Q1 2022 in Review

Occidental Asset Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 2,275 shares — an estimated $200K sold.

Occidental Asset Management first reported a position in ESGV in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

  • Occidental Asset Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Occidental Asset Management sold 2,275 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $200K.
  • Occidental Asset Management first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 1 quarter.
  • Occidental Asset Management's Vanguard ESG US Stock ETF position peaked at $200K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Occidental Asset Management's 13F filing for Q1 2022, filed 4 May 2022.