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Planning Capital Management Corporation’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-71
Closed -$6.04K – 663
2023
Q4 		$6.04K Buy
+71
New +$5.6K ﹤0.01% 460

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
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Planning Capital Management Corporation's ESGV Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2024, closing a stake of 71 shares — an estimated $6.04K sold.

Planning Capital Management Corporation first reported a position in ESGV in Q4 2023 and held it in 1 quarter. The position peaked at $6.04K in Q4 2023. 484 funds tracked by Wall St. Rank hold ESGV as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard ESG US Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 71 Vanguard ESG US Stock ETF shares in Q1 2024, an estimated $6.04K.
  • Planning Capital Management Corporation first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Vanguard ESG US Stock ETF position peaked at $6.04K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.