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 $155M AUM 20.68% 1-Year Est. Return

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

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

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

VCM

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

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

Rain Capital Management's ESGV Position: Q2 2024 in Review

Rain Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2024 at 829 shares worth $77.2K. The position accounts for 0.05% of the portfolio, ranked #59.

Rain Capital Management first reported a position in ESGV in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2023. 496 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

Rain Capital Management held 829 shares of Vanguard ESG US Stock ETF worth $77.2K as of Q2 2024.
Rain Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2024.
Vanguard ESG US Stock ETF made up 0.05% of Rain Capital Management's portfolio in Q2 2024, its #59 holding.
Rain Capital Management first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and has held it in 9 quarters since.
Rain Capital Management's Vanguard ESG US Stock ETF position peaked at $1.23M in Q1 2023.
496 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Rain Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.