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

Rain Capital Management’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 Q2	$77.2K	Hold	829	–	–	0.05%	59
2024 Q1	$77.3K	Buy	829 +2	+0.2%	+$178	0.05%	60
2023 Q4	$70.3K	Buy	827 +98	+13%	+$7.72K	0.05%	59
2023 Q3	$54.8K	Buy	729 +657	+913%	+$51.5K	0.05%	54
2023 Q2	$5.66K	Sell	72 -17,146	-100%	-$1.26M	﹤0.01%	85
2023 Q1	$1.23M	Buy	17,218 +48	+0.3%	+$3.35K	0.85%	18
2022 Q4	$1.13M	Sell	17,170 -2,198	-11%	-$147K	0.85%	17
2022 Q3	$1.22M	Buy	19,368 +5,995	+45%	+$421K	0.95%	15
2022 Q2	$888K	Buy	+13,373	New	+$966K	0.64%	15

Other funds holding ESGV

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return