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

Ten Capital 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
2022 Q2	–	Sell	-5	Closed	–	–	477
2022 Q1	$0	Hold	5	–	–	﹤0.01%	495
2021 Q4	$0	Buy	+5	New	+$427	﹤0.01%	481

Other funds holding ESGV

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

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Ten Capital Wealth Advisors's ESGV Position: Q2 2022 in Review

Ten Capital Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 5 shares.

Ten Capital Wealth Advisors first reported a position in ESGV in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

Ten Capital Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 5 Vanguard ESG US Stock ETF shares in Q2 2022.
Ten Capital Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 2 quarters.
Ten Capital Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $0 in Q1 2022.
369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.