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Tyler-Stone Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Tyler-Stone Wealth Management’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
-265
Closed -$25.6K – 495
2024
Q2 		$25.6K Buy
+265
New +$24.6K 0.01% 484

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

Tyler-Stone Wealth Management's ESGV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 265 shares — an estimated $25.6K sold.

Tyler-Stone Wealth Management first reported a position in ESGV in Q2 2024 and held it in 1 quarter. The position peaked at $25.6K in Q2 2024. 521 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 265 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $25.6K.
  • Tyler-Stone Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Vanguard ESG US Stock ETF position peaked at $25.6K in Q2 2024.
  • 521 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.