YorkBridge Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

YorkBridge Wealth 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
2022 Q4	$222K	Hold	3,375	–	–	0.06%	238
2022 Q3	$212K	Hold	3,375	–	–	0.05%	257
2022 Q2	$224K	Hold	3,375	–	–	0.06%	252
2022 Q1	$274K	Hold	3,375	–	–	0.06%	248
2021 Q4	$297K	Hold	3,375	–	–	0.07%	231
2021 Q3	$270K	Hold	3,375	–	–	0.07%	226
2021 Q2	$270K	Hold	3,375	–	–	0.07%	220
2021 Q1	$249K	Hold	3,375	–	–	0.07%	220
2020 Q4	$237K	Buy	+3,375	New	+$223K	0.08%	178

Other funds holding ESGV

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

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

YorkBridge Wealth Partners's ESGV Position: Q4 2022 in Review

YorkBridge Wealth Partners held its Vanguard ESG US Stock ETF (ESGV) position steady in Q4 2022 at 3,375 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #238.

YorkBridge Wealth Partners first reported a position in ESGV in Q4 2020 and has held it in 9 quarters since. The position peaked at $297K in Q4 2021. 401 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

YorkBridge Wealth Partners held 3,375 shares of Vanguard ESG US Stock ETF worth $222K as of Q4 2022.
YorkBridge Wealth Partners left its Vanguard ESG US Stock ETF share count unchanged in Q4 2022.
Vanguard ESG US Stock ETF made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #238 holding.
YorkBridge Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 9 quarters since.
YorkBridge Wealth Partners's Vanguard ESG US Stock ETF position peaked at $297K in Q4 2021.
401 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.