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Stewardship Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stewardship 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
2022
Q2 		– Sell
-2,883
Closed -$234K – 47
2022
Q1 		$234K Sell
2,883
-4,453
-61% -$358K 0.09% 47
2021
Q4 		$645K Sell
7,336
-974
-12% -$83.2K 0.23% 37
2021
Q3 		$665K Sell
8,310
-83,701
-91% -$6.9M 0.25% 35
2021
Q2 		$7.36M Sell
92,011
-17
-0% -$1.32K 2.76% 12
2021
Q1 		$6.79M Sell
92,028
-21,179
-19% -$1.53M 2.67% 13
2020
Q4 		$7.94M Sell
113,207
-1,319
-1% -$87.1K 3.24% 11
2020
Q3 		$7.39M Sell
114,526
-5,352
-4% -$325K 3.7% 11
2020
Q2 		$6.76M Sell
119,878
-9,298
-7% -$489K 3.75% 10
2020
Q1 		$5.92M Buy
129,176
+25,194
+24% +$1.36M 3.84% 9
2019
Q4 		$5.88M Buy
+103,982
New +$5.62M 3.69% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Stewardship Advisors's ESGV Position: Q2 2022 in Review

Stewardship Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 2,883 shares — an estimated $234K sold.

Stewardship Advisors first reported a position in ESGV in Q4 2019 and held it in 10 quarters. The position peaked at $7.94M in Q4 2020. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

  • Stewardship Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Stewardship Advisors sold 2,883 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $234K.
  • Stewardship Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and held it in 10 quarters.
  • Stewardship Advisors's Vanguard ESG US Stock ETF position peaked at $7.94M in Q4 2020.
  • 369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Stewardship Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.