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Turtle Creek Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q3 		– Sell
-806
Closed -$77.8K – 181
2024
Q2 		$77.8K Buy
806
+15
+2% +$1.39K 0.02% 171
2024
Q1 		$73.7K Buy
+791
New +$70.3K 0.02% 161

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Turtle Creek Wealth Advisors's ESGV Position: Q3 2024 in Review

Turtle Creek Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 806 shares — an estimated $77.8K sold.

Turtle Creek Wealth Advisors first reported a position in ESGV in Q1 2024 and held it in 2 quarters. The position peaked at $77.8K in Q2 2024. 521 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • Turtle Creek Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 806 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $77.8K.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q1 2024 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $77.8K in Q2 2024.
  • 521 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.