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Provence Wealth Management Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$5.1K Hold
60
– – ﹤0.01% 358
2023
Q3 		$4.51K Buy
+60
New +$4.71K ﹤0.01% 365

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $52B AUM 24.53% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Provence Wealth Management Group's ESGV Position: Q4 2023 in Review

Provence Wealth Management Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q4 2023 at 60 shares worth $5.1K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Provence Wealth Management Group first reported a position in ESGV in Q3 2023 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

  • Provence Wealth Management Group held 60 shares of Vanguard ESG US Stock ETF worth $5.1K as of Q4 2023.
  • Provence Wealth Management Group left its Vanguard ESG US Stock ETF share count unchanged in Q4 2023.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #358 holding.
  • Provence Wealth Management Group first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.