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Veritable’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Veritable’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
-54,663
Closed -$4.28M – 266
2023
Q2 		$4.28M Sell
54,663
-100
-0.2% -$7.36K 0.07% 141
2023
Q1 		$3.93M Buy
54,763
+1
+0% +$70 0.06% 148
2022
Q4 		$3.61M Buy
54,762
+22,033
+67% +$1.47M 0.06% 157
2022
Q3 		$2.06M Buy
32,729
+13,564
+71% +$952K 0.04% 215
2022
Q2 		$1.27M Sell
19,165
-6,664
-26% -$481K 0.02% 321
2022
Q1 		$2.09M Buy
25,829
+304
+1% +$24.4K 0.03% 249
2021
Q4 		$2.24M Buy
25,525
+7,860
+44% +$671K 0.03% 239
2021
Q3 		$1.41M Sell
17,665
-10,064
-36% -$829K 0.02% 307
2021
Q2 		$2.22M Sell
27,729
-1,113
-4% -$86.3K 0.04% 229
2021
Q1 		$2.13M Buy
28,842
+3,557
+14% +$258K 0.04% 221
2020
Q4 		$1.77M Buy
25,285
+3,055
+14% +$202K 0.03% 233
2020
Q3 		$1.37M Hold
22,230
– – 0.03% 256
2020
Q2 		$1.25M Sell
22,230
-1,505
-6% -$79.1K 0.03% 260
2020
Q1 		$1.09M Buy
+23,735
New +$1.28M 0.03% 283

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
AIA
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Veritable's ESGV Position: Q3 2023 in Review

Veritable sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2023, closing a stake of 54,663 shares — an estimated $4.28M sold.

Veritable first reported a position in ESGV in Q1 2020 and held it in 14 quarters. The position peaked at $4.28M in Q2 2023. 421 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

  • Veritable reported no remaining Vanguard ESG US Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 54,663 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $4.28M.
  • Veritable first reported a position in Vanguard ESG US Stock ETF in Q1 2020 and held it in 14 quarters.
  • Veritable's Vanguard ESG US Stock ETF position peaked at $4.28M in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.