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WealthShield Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

WealthShield Partners’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
Q4 		– Sell
-8,722
Closed -$656K – 486
2023
Q3 		$656K Buy
+8,722
New +$684K 0.1% 187

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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

WealthShield Partners's ESGV Position: Q4 2023 in Review

WealthShield Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2023, closing a stake of 8,722 shares — an estimated $656K sold.

WealthShield Partners first reported a position in ESGV in Q3 2023 and held it in 1 quarter. The position peaked at $656K in Q3 2023. 470 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

  • WealthShield Partners reported no remaining Vanguard ESG US Stock ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 8,722 Vanguard ESG US Stock ETF shares in Q4 2023, an estimated $656K.
  • WealthShield Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and held it in 1 quarter.
  • WealthShield Partners's Vanguard ESG US Stock ETF position peaked at $656K in Q3 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.