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W Advisors LLC’s Vanguard ESG US Stock ETF ESGV Stock Holding History

W Advisors LLC’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
Q1 		– Sell
-6,021
Closed -$397K – 105
2022
Q4 		$397K Buy
+6,021
New +$402K 0.33% 72
2022
Q2 		– Sell
-5,254
Closed -$426K – 108
2022
Q1 		$426K Sell
5,254
-2,228
-30% -$179K 0.32% 68
2021
Q4 		$658K Buy
+7,482
New +$639K 0.49% 49

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
LB
Leo Brokerage Hurst, Texas $876M AUM
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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

W Advisors LLC's ESGV Position: Q1 2023 in Review

W Advisors LLC sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2023, closing a stake of 6,021 shares — an estimated $397K sold.

W Advisors LLC first reported a position in ESGV in Q4 2021 and held it in 3 quarters. The position peaked at $658K in Q4 2021. 415 funds tracked by Wall St. Rank hold ESGV as of Q1 2023.

  • W Advisors LLC reported no remaining Vanguard ESG US Stock ETF position as of Q1 2023 after selling out during the quarter.
  • W Advisors LLC sold 6,021 Vanguard ESG US Stock ETF shares in Q1 2023, an estimated $397K.
  • W Advisors LLC first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and held it in 3 quarters.
  • W Advisors LLC's Vanguard ESG US Stock ETF position peaked at $658K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2023.

Based on W Advisors LLC's 13F filing for Q1 2023, filed 7 Aug 2023.