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TFC Financial Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TFC Financial 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
Q3 		– Sell
-9,867
Closed -$655K – 546
2022
Q2 		$655K Buy
+9,867
New +$712K 0.2% 36

Other funds holding ESGV

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFC Financial Management's ESGV Position: Q3 2022 in Review

TFC Financial Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2022, closing a stake of 9,867 shares — an estimated $655K sold.

TFC Financial Management first reported a position in ESGV in Q2 2022 and held it in 1 quarter. The position peaked at $655K in Q2 2022. 372 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

  • TFC Financial Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2022 after selling out during the quarter.
  • TFC Financial Management sold 9,867 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $655K.
  • TFC Financial Management first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 1 quarter.
  • TFC Financial Management's Vanguard ESG US Stock ETF position peaked at $655K in Q2 2022.
  • 372 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on TFC Financial Management's 13F filing for Q3 2022, filed 21 Oct 2022.