Stokes Family Office’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stokes Family Office’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
2020 Q3	–	Sell	-14,000	Closed	-$789K	–	154
2020 Q2	$789K	Sell	14,000 -2,000	-13%	-$105K	0.2%	83
2020 Q1	$733K	Hold	16,000	–	–	0.2%	81
2019 Q4	$905K	Buy	+16,000	New	+$864K	0.2%	78

Other funds holding ESGV

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Stokes Family Office's ESGV Position: Q3 2020 in Review

Stokes Family Office sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2020, closing a stake of 14,000 shares — an estimated $789K sold.

Stokes Family Office first reported a position in ESGV in Q4 2019 and held it in 3 quarters. The position peaked at $905K in Q4 2019. 167 funds tracked by Wall St. Rank hold ESGV as of Q3 2020.

Stokes Family Office reported no remaining Vanguard ESG US Stock ETF position as of Q3 2020 after selling out during the quarter.
Stokes Family Office sold 14,000 Vanguard ESG US Stock ETF shares in Q3 2020, an estimated $789K.
Stokes Family Office first reported a position in Vanguard ESG US Stock ETF in Q4 2019 and held it in 3 quarters.
Stokes Family Office's Vanguard ESG US Stock ETF position peaked at $905K in Q4 2019.
167 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2020.

Based on Stokes Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.