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RegentAtlantic Capital’s Vanguard ESG US Stock ETF ESGV Stock Holding History

RegentAtlantic Capital’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
-2,710
Closed -$220K – 681
2022
Q1 		$220K Buy
2,710
+59
+2% +$4.74K 0.01% 639
2021
Q4 		$233K Buy
2,651
+104
+4% +$8.88K 0.01% 633
2021
Q3 		$204K Hold
2,547
– – 0.01% 633
2021
Q2 		$204K Buy
+2,547
New +$198K 0.01% 617

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 $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

RegentAtlantic Capital's ESGV Position: Q2 2022 in Review

RegentAtlantic Capital sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 2,710 shares — an estimated $220K sold.

RegentAtlantic Capital first reported a position in ESGV in Q2 2021 and held it in 4 quarters. The position peaked at $233K in Q4 2021. 368 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • RegentAtlantic Capital reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 2,710 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $220K.
  • RegentAtlantic Capital first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 4 quarters.
  • RegentAtlantic Capital's Vanguard ESG US Stock ETF position peaked at $233K in Q4 2021.
  • 368 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.