Tranquility Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tranquility 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
2023 Q3	–	Sell	-3,027	Closed	-$237K	–	216
2023 Q2	$237K	Hold	3,027	–	–	0.1%	195
2023 Q1	$217K	Buy	+3,027	New	+$211K	0.1%	200
2022 Q3	–	Sell	-3,027	Closed	-$201K	–	197
2022 Q2	$201K	Hold	3,027	–	–	0.1%	202
2022 Q1	$245K	Hold	3,027	–	–	0.11%	182
2021 Q4	$267K	Hold	3,027	–	–	0.12%	175
2021 Q3	$242K	Hold	3,027	–	–	0.12%	186
2021 Q2	$242K	Buy	3,027 +74	+3%	+$5.74K	0.14%	176
2021 Q1	$218K	Hold	2,953	–	–	0.14%	169
2020 Q4	$207K	Buy	+2,953	New	+$195K	0.15%	157

Other funds holding ESGV

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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

Wealthfront Advisers

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

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

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Royal Bank of Canada

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

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