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OLIO Financial Planning’s Vanguard ESG US Stock ETF ESGV Stock Holding History

OLIO Financial Planning’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
-10,180
Closed -$895K – 48
2021
Q4 		$895K Buy
+10,180
New +$870K 0.53% 19

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
LB
Leo Brokerage Hurst, Texas $876M AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OLIO Financial Planning's ESGV Position: Q1 2022 in Review

OLIO Financial Planning sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 10,180 shares — an estimated $895K sold.

OLIO Financial Planning first reported a position in ESGV in Q4 2021 and held it in 1 quarter. The position peaked at $895K in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

  • OLIO Financial Planning reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
  • OLIO Financial Planning sold 10,180 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $895K.
  • OLIO Financial Planning first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 1 quarter.
  • OLIO Financial Planning's Vanguard ESG US Stock ETF position peaked at $895K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on OLIO Financial Planning's 13F filing for Q1 2022, filed 21 Apr 2022.