Vigilant Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Vigilant Capital 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
2023 Q2	$49K	Hold	624	–	–	﹤0.01%	274
2023 Q1	$45K	Hold	624	–	–	﹤0.01%	279
2022 Q4	$41K	Hold	624	–	–	﹤0.01%	287
2022 Q3	$39K	Hold	624	–	–	﹤0.01%	311
2022 Q2	$41K	Buy	+624	New	+$45.1K	﹤0.01%	293
2021 Q4	–	Sell	-398	Closed	-$32K	–	670
2021 Q3	$32K	Hold	398	–	–	﹤0.01%	312
2021 Q2	$32K	Hold	398	–	–	﹤0.01%	305
2021 Q1	$29K	Buy	+398	New	+$28.8K	﹤0.01%	270

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 $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vigilant Capital Management's ESGV Position: Q2 2023 in Review

Vigilant Capital Management held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2023 at 624 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Vigilant Capital Management first reported a position in ESGV in Q1 2021 and has held it in 8 quarters since. 428 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

Vigilant Capital Management held 624 shares of Vanguard ESG US Stock ETF worth $49K as of Q2 2023.
Vigilant Capital Management left its Vanguard ESG US Stock ETF share count unchanged in Q2 2023.
Vanguard ESG US Stock ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #274 holding.
Vigilant Capital Management first reported a position in Vanguard ESG US Stock ETF in Q1 2021 and has held it in 8 quarters since.
428 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.