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Stratos Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Stratos Wealth 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
2020
Q2 		– Sell
-300
Closed -$14K – 289
2020
Q1 		$14K Buy
+300
New +$16.2K 0.01% 230

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Advisors's ESGV Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2020, closing a stake of 300 shares — an estimated $14K sold.

Stratos Wealth Advisors first reported a position in ESGV in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 147 funds tracked by Wall St. Rank hold ESGV as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 300 Vanguard ESG US Stock ETF shares in Q2 2020, an estimated $14K.
  • Stratos Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $14K in Q1 2020.
  • 147 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.