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

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 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.