Radnor Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Radnor Financial Advisors’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 Q3	$1.35M	Sell	21,533 -208	-1%	-$14.6K	0.48%	24
2022 Q2	$1.44M	Sell	21,741 -7,442	-26%	-$537K	0.5%	24
2022 Q1	$2.37M	Buy	29,183 +305	+1%	+$24.5K	0.86%	20
2021 Q4	$2.54M	Buy	28,878 +5,000	+21%	+$427K	0.9%	18
2021 Q3	$1.91M	Buy	23,878 +7,461	+45%	+$615K	0.69%	20
2021 Q2	$1.31M	Buy	+16,417	New	+$1.27M	0.47%	24

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Radnor Financial Advisors's ESGV Position: Q3 2022 in Review

Radnor Financial Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.96% in Q3 2022, selling an estimated $14.6K and leaving 21,533 shares worth $1.35M. The position accounts for 0.48% of the portfolio, ranked #24.

Radnor Financial Advisors first reported a position in ESGV in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.54M in Q4 2021. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

Radnor Financial Advisors held 21,533 shares of Vanguard ESG US Stock ETF worth $1.35M as of Q3 2022.
Radnor Financial Advisors sold 208 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $14.6K.
Vanguard ESG US Stock ETF made up 0.48% of Radnor Financial Advisors's portfolio in Q3 2022, its #24 holding.
Radnor Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and has held it in 6 quarters since.
Radnor Financial Advisors's Vanguard ESG US Stock ETF position peaked at $2.54M in Q4 2021.
372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on Radnor Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.