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

Strategic Wealth Management Group’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
Q2 		$599K Hold
7,488
– – 0.22% 60
2021
Q1 		$552K Hold
7,488
– – 0.21% 64
2020
Q4 		$525K Buy
7,488
+208
+3% +$13.7K 0.23% 64
2020
Q3 		$450K Buy
7,280
+2,103
+41% +$128K 0.22% 63
2020
Q2 		$292K Hold
5,177
– – 0.17% 71
2020
Q1 		$237K Buy
+5,177
New +$279K 0.18% 67

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OHSU
Oregon Health & Science University Portland, Oregon $227M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Management Group's ESGV Position: Q2 2021 in Review

Strategic Wealth Management Group held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2021 at 7,488 shares worth $599K. The position accounts for 0.22% of the portfolio, ranked #60.

Strategic Wealth Management Group first reported a position in ESGV in Q1 2020 and has held it in 6 quarters since. 281 funds tracked by Wall St. Rank hold ESGV as of Q2 2021.

  • Strategic Wealth Management Group held 7,488 shares of Vanguard ESG US Stock ETF worth $599K as of Q2 2021.
  • Strategic Wealth Management Group left its Vanguard ESG US Stock ETF share count unchanged in Q2 2021.
  • Vanguard ESG US Stock ETF made up 0.22% of Strategic Wealth Management Group's portfolio in Q2 2021, its #60 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and has held it in 6 quarters since.
  • 281 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.