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

Spire 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
2024
Q2 		– Sell
-750
Closed -$69.9K – 2265
2024
Q1 		$69.9K Hold
750
– – ﹤0.01% 1108
2023
Q4 		$64.8K Buy
750
+6
+0.8% +$473 ﹤0.01% 1116
2023
Q3 		$55.9K Buy
744
+3
+0.4% +$235 ﹤0.01% 1138
2023
Q2 		$58.1K Buy
+741
New +$54.6K ﹤0.01% 1141

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
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
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spire Wealth Management's ESGV Position: Q2 2024 in Review

Spire Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2024, closing a stake of 750 shares — an estimated $69.9K sold.

Spire Wealth Management first reported a position in ESGV in Q2 2023 and held it in 4 quarters. The position peaked at $69.9K in Q1 2024. 495 funds tracked by Wall St. Rank hold ESGV as of Q2 2024.

  • Spire Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 750 Vanguard ESG US Stock ETF shares in Q2 2024, an estimated $69.9K.
  • Spire Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and held it in 4 quarters.
  • Spire Wealth Management's Vanguard ESG US Stock ETF position peaked at $69.9K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.