Watson Rebecca’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Watson Rebecca’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
2020 Q3	–	Sell	-2,413	Closed	-$136K	–	169
2020 Q2	$136K	Buy	+2,413	New	+$127K	0.08%	88

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Leo Brokerage Hurst, Texas $876M AUM

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Watson Rebecca's ESGV Position: Q3 2020 in Review

Watson Rebecca sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2020, closing a stake of 2,413 shares — an estimated $136K sold.

Watson Rebecca first reported a position in ESGV in Q2 2020 and held it in 1 quarter. The position peaked at $136K in Q2 2020. 167 funds tracked by Wall St. Rank hold ESGV as of Q3 2020.

Watson Rebecca reported no remaining Vanguard ESG US Stock ETF position as of Q3 2020 after selling out during the quarter.
Watson Rebecca sold 2,413 Vanguard ESG US Stock ETF shares in Q3 2020, an estimated $136K.
Watson Rebecca first reported a position in Vanguard ESG US Stock ETF in Q2 2020 and held it in 1 quarter.
Watson Rebecca's Vanguard ESG US Stock ETF position peaked at $136K in Q2 2020.
167 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.