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TFO Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-1,736
Closed -$109K – 929
2022
Q3 		$109K Buy
+1,736
New +$122K 0.03% 47

Other funds holding ESGV

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TFO Wealth Partners's ESGV Position: Q4 2022 in Review

TFO Wealth Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 1,736 shares — an estimated $109K sold.

TFO Wealth Partners first reported a position in ESGV in Q3 2022 and held it in 1 quarter. The position peaked at $109K in Q3 2022. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

  • TFO Wealth Partners reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 1,736 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $109K.
  • TFO Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Vanguard ESG US Stock ETF position peaked at $109K in Q3 2022.
  • 401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on TFO Wealth Partners's 13F filing for Q4 2022, filed 3 Feb 2023.