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Samalin Investment Counsel’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-380
Closed -$21K – 248
2019
Q4 		$21K Buy
+380
New +$20.5K 0.02% 367

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Samalin Investment Counsel's ESGV Position: Q1 2020 in Review

Samalin Investment Counsel sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2020, closing a stake of 380 shares — an estimated $21K sold.

Samalin Investment Counsel first reported a position in ESGV in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 120 funds tracked by Wall St. Rank hold ESGV as of Q1 2020.

  • Samalin Investment Counsel reported no remaining Vanguard ESG US Stock ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 380 Vanguard ESG US Stock ETF shares in Q1 2020, an estimated $21K.
  • Samalin Investment Counsel first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's Vanguard ESG US Stock ETF position peaked at $21K in Q4 2019.
  • 120 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.