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

Sugarloaf Wealth Management’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
-1,027
Closed -$58K – 688
2020
Q2 		$58K Hold
1,027
– – 0.02% 218
2020
Q1 		$47K Buy
+1,027
New +$55.4K 0.02% 227

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
UBS Group
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

Sugarloaf Wealth Management's ESGV Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2020, closing a stake of 1,027 shares — an estimated $58K sold.

Sugarloaf Wealth Management first reported a position in ESGV in Q1 2020 and held it in 2 quarters. The position peaked at $58K in Q2 2020. 167 funds tracked by Wall St. Rank hold ESGV as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,027 Vanguard ESG US Stock ETF shares in Q3 2020, an estimated $58K.
  • Sugarloaf Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Vanguard ESG US Stock ETF position peaked at $58K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.