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

Wealthsimple’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
2022
Q3 		$684K Buy
10,879
+2
+0% +$140 0.03% 16
2022
Q2 		$722K Buy
10,877
+935
+9% +$67.5K 0.03% 15
2022
Q1 		$806K Sell
9,942
-159
-2% -$12.8K 0.03% 15
2021
Q4 		$888K Buy
+10,101
New +$863K 0.03% 14

Other funds holding ESGV

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
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
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthsimple's ESGV Position: Q3 2022 in Review

Wealthsimple increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.02% in Q3 2022, buying an estimated $140 and bringing the position to 10,879 shares worth $684K. The position accounts for 0.03% of the portfolio, ranked #16.

Wealthsimple first reported a position in ESGV in Q4 2021 and has held it in 4 quarters since. The position peaked at $888K in Q4 2021. 371 funds tracked by Wall St. Rank hold ESGV as of Q3 2022.

  • Wealthsimple held 10,879 shares of Vanguard ESG US Stock ETF worth $684K as of Q3 2022.
  • Wealthsimple bought 2 Vanguard ESG US Stock ETF shares in Q3 2022, an estimated $140.
  • Vanguard ESG US Stock ETF made up 0.03% of Wealthsimple's portfolio in Q3 2022, its #16 holding.
  • Wealthsimple first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's Vanguard ESG US Stock ETF position peaked at $888K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.