PP
ESGV icon

Pacifica Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pacifica 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
2021
Q4 		– Sell
-155
Closed -$13K – 485
2021
Q3 		$13K Hold
155
– – 0.01% 264
2021
Q2 		$12K Hold
155
– – 0.01% 265
2021
Q1 		$12K Sell
155
-100
-39% -$7.24K 0.01% 242
2020
Q4 		$18K Hold
255
– – 0.02% 196
2020
Q3 		$16K Sell
255
-645
-72% -$39.2K 0.02% 180
2020
Q2 		$51K Buy
900
+300
+50% +$15.8K 0.06% 120
2020
Q1 		$28K Buy
+600
New +$32.4K 0.03% 159

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Pacifica Partners's ESGV Position: Q4 2021 in Review

Pacifica Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2021, closing a stake of 155 shares — an estimated $13K sold.

Pacifica Partners first reported a position in ESGV in Q1 2020 and held it in 7 quarters. The position peaked at $51K in Q2 2020. 379 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Pacifica Partners reported no remaining Vanguard ESG US Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Pacifica Partners sold 155 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $13K.
  • Pacifica Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and held it in 7 quarters.
  • Pacifica Partners's Vanguard ESG US Stock ETF position peaked at $51K in Q2 2020.
  • 379 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Pacifica Partners's 13F filing for Q4 2021, filed 13 Jan 2022.