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Pinnacle Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Pinnacle Private Wealth’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
Q2 		$268K Buy
4,039
+849
+27% +$61.3K 0.1% 214
2022
Q1 		$259K Sell
3,190
-575
-15% -$46.2K 0.08% 239
2021
Q4 		$331K Buy
+3,765
New +$322K 0.1% 196

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Pinnacle Private Wealth's ESGV Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 27% in Q2 2022, buying an estimated $61.3K and bringing the position to 4,039 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #214.

Pinnacle Private Wealth first reported a position in ESGV in Q4 2021 and has held it in 3 quarters since. The position peaked at $331K in Q4 2021. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Pinnacle Private Wealth held 4,039 shares of Vanguard ESG US Stock ETF worth $268K as of Q2 2022.
  • Pinnacle Private Wealth bought 849 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $61.3K.
  • Vanguard ESG US Stock ETF made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #214 holding.
  • Pinnacle Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Vanguard ESG US Stock ETF position peaked at $331K in Q4 2021.
  • 369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.