tru Independence’s Vanguard ESG US Stock ETF ESGV Stock Holding History

tru Independence’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	-10,000	Closed	-$810K	–	187
2022 Q1	$810K	Hold	10,000	–	–	0.22%	79
2021 Q4	$879K	Hold	10,000	–	–	0.24%	76
2021 Q3	$800K	Hold	10,000	–	–	0.22%	78
2021 Q2	$799K	Hold	10,000	–	–	0.24%	67
2021 Q1	$771K	Hold	10,000	–	–	0.15%	141
2020 Q4	$702K	Buy	+10,000	New	+$660K	1.27%	15
2020 Q3	–	Sell	-5,000	Closed	-$282K	–	494
2020 Q2	$282K	Buy	+5,000	New	+$263K	0.04%	215

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

tru Independence's ESGV Position: Q2 2022 in Review

tru Independence sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2022, closing a stake of 10,000 shares — an estimated $810K sold.

tru Independence first reported a position in ESGV in Q2 2020 and held it in 7 quarters. The position peaked at $879K in Q4 2021. 369 funds tracked by Wall St. Rank hold ESGV as of Q2 2022.

tru Independence reported no remaining Vanguard ESG US Stock ETF position as of Q2 2022 after selling out during the quarter.
tru Independence sold 10,000 Vanguard ESG US Stock ETF shares in Q2 2022, an estimated $810K.
tru Independence first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 7 quarters.
tru Independence's Vanguard ESG US Stock ETF position peaked at $879K in Q4 2021.
369 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2022.

Based on tru Independence's 13F filing for Q2 2022, filed 4 Aug 2022.