WWM
ESGV icon

Windsor Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Windsor Wealth 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
Q3 		$209K Buy
2,777
+30
+1% +$2.35K 0.04% 155
2023
Q2 		$215K Buy
+2,747
New +$202K 0.04% 159

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
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 $1.66B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Windsor Wealth Management's ESGV Position: Q3 2023 in Review

Windsor Wealth Management increased its Vanguard ESG US Stock ETF (ESGV) stake by 1.1% in Q3 2023, buying an estimated $2.35K and bringing the position to 2,777 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #155.

Windsor Wealth Management first reported a position in ESGV in Q2 2023 and has held it in 2 quarters since. The position peaked at $215K in Q2 2023. 421 funds tracked by Wall St. Rank hold ESGV as of Q3 2023.

  • Windsor Wealth Management held 2,777 shares of Vanguard ESG US Stock ETF worth $209K as of Q3 2023.
  • Windsor Wealth Management bought 30 Vanguard ESG US Stock ETF shares in Q3 2023, an estimated $2.35K.
  • Vanguard ESG US Stock ETF made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #155 holding.
  • Windsor Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q2 2023 and has held it in 2 quarters since.
  • Windsor Wealth Management's Vanguard ESG US Stock ETF position peaked at $215K in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.