TD Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TD Capital 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
2022 Q1	–	Sell	-227	Closed	-$20K	–	183
2021 Q4	$20K	Buy	227 +1	+0.4%	+$85	﹤0.01%	224
2021 Q3	$18K	Hold	226	–	–	﹤0.01%	214
2021 Q2	$18K	Buy	226 +1	+0.4%	+$78	﹤0.01%	206
2021 Q1	$17K	Hold	225	–	–	﹤0.01%	197
2020 Q4	$16K	Buy	225 +1	+0.4%	+$66	﹤0.01%	178
2020 Q3	$14K	Buy	224 +1	+0.4%	+$61	﹤0.01%	166
2020 Q2	$13K	Buy	223 +1	+0.5%	+$53	﹤0.01%	156
2020 Q1	$10K	Hold	222	–	–	﹤0.01%	160
2019 Q4	$13K	Buy	222 +1	+0.5%	+$54	﹤0.01%	169
2019 Q3	$11K	Buy	221 +1	+0.5%	+$52	﹤0.01%	173
2019 Q2	$11K	Buy	220 +1	+0.5%	+$50	﹤0.01%	163
2019 Q1	$11K	Hold	219	–	–	﹤0.01%	137
2018 Q4	$9K	Buy	+219	New	+$10.1K	﹤0.01%	144

Other funds holding ESGV

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Leo Brokerage Hurst, Texas $876M AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

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

TD Capital Management's ESGV Position: Q1 2022 in Review

TD Capital Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2022, closing a stake of 227 shares — an estimated $20K sold.

TD Capital Management first reported a position in ESGV in Q4 2018 and held it in 13 quarters. The position peaked at $20K in Q4 2021. 373 funds tracked by Wall St. Rank hold ESGV as of Q1 2022.

TD Capital Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2022 after selling out during the quarter.
TD Capital Management sold 227 Vanguard ESG US Stock ETF shares in Q1 2022, an estimated $20K.
TD Capital Management first reported a position in Vanguard ESG US Stock ETF in Q4 2018 and held it in 13 quarters.
TD Capital Management's Vanguard ESG US Stock ETF position peaked at $20K in Q4 2021.
373 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2022.

Based on TD Capital Management's 13F filing for Q1 2022, filed 18 May 2022.