SWM
ESGV icon

SeaCrest Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

SeaCrest Wealth 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
2022
Q3 		– Sell
-350
Closed -$23K – 884
2022
Q2 		$23K Buy
+350
New +$25.3K ﹤0.01% 1431

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 $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SeaCrest Wealth Management's ESGV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2022, closing a stake of 350 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in ESGV in Q2 2022 and held it in 1 quarter. The position peaked at $23K in Q2 2022. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 350 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $23K.
  • SeaCrest Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Vanguard ESG US Stock ETF position peaked at $23K in Q2 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.