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Portfolio Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Portfolio Solutions’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 		– Sell
-2,868
Closed -$233K – 56
2022
Q1 		$233K Buy
+2,868
New +$231K 0.03% 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 $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

Portfolio Solutions's ESGV Position: Q2 2022 in Review

Portfolio Solutions sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 2,868 shares — an estimated $233K sold.

Portfolio Solutions first reported a position in ESGV in Q1 2022 and held it in 1 quarter. The position peaked at $233K in Q1 2022. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Portfolio Solutions reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Portfolio Solutions sold 2,868 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $233K.
  • Portfolio Solutions first reported a position in Vanguard ESG US Stock ETF in Q1 2022 and held it in 1 quarter.
  • Portfolio Solutions's Vanguard ESG US Stock ETF position peaked at $233K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Portfolio Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.