PBF
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Petix & Botte Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Petix & Botte Financial’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
2024
Q2 		– Sell
-24,391
Closed -$2.27M – 132
2024
Q1 		$2.27M Buy
+24,391
New +$2.17M 0.56% 48

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Bank of America
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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Petix & Botte Financial's ESGV Position: Q2 2024 in Review

Petix & Botte Financial sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 24,391 shares — an estimated $2.27M sold.

Petix & Botte Financial first reported a position in ESGV in Q1 2024 and held it in 1 quarter. The position peaked at $2.27M in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Petix & Botte Financial reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 24,391 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $2.27M.
  • Petix & Botte Financial first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's Vanguard ESG US Stock ETF position peaked at $2.27M in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.