Personal Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Personal Capital Advisors’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	-2,537	Closed	-$212K	–	509
2021 Q4	$212K	Sell	2,537 -6,562	-72%	-$561K	﹤0.01%	518
2021 Q3	$728K	Buy	9,099 +557	+7%	+$45.9K	﹤0.01%	272
2021 Q2	$683K	Buy	+8,542	New	+$663K	﹤0.01%	276

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

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

Leo Brokerage Hurst, Texas $876M AUM

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

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

Personal Capital Advisors's ESGV Position: Q1 2022 in Review

Personal Capital Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 2,537 shares — an estimated $212K sold.

Personal Capital Advisors first reported a position in ESGV in Q2 2021 and held it in 3 quarters. The position peaked at $728K in Q3 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

Personal Capital Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
Personal Capital Advisors sold 2,537 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $212K.
Personal Capital Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 3 quarters.
Personal Capital Advisors's Vanguard ESG US Stock ETF position peaked at $728K in Q3 2021.
373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.