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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

VCM

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

AIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Tranquility Partners's ESGV Position: Q3 2023 in Review

Tranquility Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2023, closing a stake of 3,027 shares — an estimated $237K sold.

Tranquility Partners first reported a position in ESGV in Q4 2020 and held it in 9 quarters. The position peaked at $267K in Q4 2021. 422 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

Tranquility Partners reported no remaining Vanguard ESG US Stock ETF position as of Q3 2023 after selling out during the quarter.
Tranquility Partners sold 3,027 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $237K.
Tranquility Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 9 quarters.
Tranquility Partners's Vanguard ESG US Stock ETF position peaked at $267K in Q4 2021.
422 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

Based on Tranquility Partners's 13F filing for Q3 2023, filed 31 Oct 2023.