Stevard LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stevard LLC’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
2021 Q1	–	Sell	-66,612	Closed	-$4.67M	–	51
2020 Q4	$4.67M	Hold	66,612	–	–	1.58%	13
2020 Q3	$4.12M	Buy	+66,612	New	+$4.05M	1.72%	12

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OHSU

Oregon Health & Science University Portland, Oregon $227M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Stevard LLC's ESGV Position: Q1 2021 in Review

Stevard LLC sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2021, closing a stake of 66,612 shares — an estimated $4.67M sold.

Stevard LLC first reported a position in ESGV in Q3 2020 and held it in 2 quarters. The position peaked at $4.67M in Q4 2020. 251 funds tracked by Wall St. Rank hold ESGV as of Q1 2021.

Stevard LLC reported no remaining Vanguard ESG US Stock ETF position as of Q1 2021 after selling out during the quarter.
Stevard LLC sold 66,612 Vanguard ESG US Stock ETF shares in Q1 2021, an estimated $4.67M.
Stevard LLC first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and held it in 2 quarters.
Stevard LLC's Vanguard ESG US Stock ETF position peaked at $4.67M in Q4 2020.
251 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2021.

Based on Stevard LLC's 13F filing for Q1 2021, filed 13 Aug 2021.