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Ropes Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ropes Wealth 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
2023
Q1 		– Sell
-21,892
Closed -$1.44M – 263
2022
Q4 		$1.44M Buy
+21,892
New +$1.46M 0.26% 93

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's ESGV Position: Q1 2023 in Review

Ropes Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 21,892 shares — an estimated $1.44M sold.

Ropes Wealth Advisors first reported a position in ESGV in Q4 2022 and held it in 1 quarter. The position peaked at $1.44M in Q4 2022. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • Ropes Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 21,892 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $1.44M.
  • Ropes Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and held it in 1 quarter.
  • Ropes Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $1.44M in Q4 2022.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on Ropes Wealth Advisors's 13F filing for Q1 2023, filed 8 May 2023.