Peachtree Investment Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Peachtree Investment 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
2022 Q4	–	Sell	-244	Closed	-$15K	–	99
2022 Q3	$15K	Buy	244 +1	+0.4%	+$70	0.01%	86
2022 Q2	$16K	Sell	243 -3,092	-93%	-$223K	0.01%	89
2022 Q1	$270K	Buy	3,335 +243	+8%	+$19.5K	0.12%	80
2021 Q4	$272K	Buy	3,092 +10	+0.3%	+$854	0.11%	77
2021 Q3	$247K	Buy	3,082 +8	+0.3%	+$659	0.12%	69
2021 Q2	$246K	Sell	3,074 -11,357	-79%	-$881K	0.12%	72
2021 Q1	$1.06M	Buy	14,431 +11,127	+337%	+$806K	0.61%	31
2020 Q4	$232K	Buy	+3,304	New	+$218K	0.14%	67

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Peachtree Investment Partners's ESGV Position: Q4 2022 in Review

Peachtree Investment Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 244 shares — an estimated $15K sold.

Peachtree Investment Partners first reported a position in ESGV in Q4 2020 and held it in 8 quarters. The position peaked at $1.06M in Q1 2021. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

Peachtree Investment Partners reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
Peachtree Investment Partners sold 244 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $15K.
Peachtree Investment Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 8 quarters.
Peachtree Investment Partners's Vanguard ESG US Stock ETF position peaked at $1.06M in Q1 2021.
401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Peachtree Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.