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Vanguard Esg U.s. Stock Etf etf shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf etf held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 36k 93.19
2023-12-31 $1.4M 17k 85.06
2023-09-30 $1.4M 18k 75.22
2023-06-30 $1.4M 18k 78.35
2023-03-31 $1.3M 18k 71.71
2022-12-31 $1.2M 18k 65.86
2022-09-30 $3.5M 56k 62.91
2022-06-30 $1.1M 16k 66.41

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Mission Wealth Management

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Creative Planning
Wealthfront Advisers
Leo Wealth
Verde Capital Management
Bank of America Corporation
Royal Bank of Canada
Platt Investment Counsel
Betterment
Baird Financial
Facet Wealth
Crewe Advisors
UBS Group
Financial Network Wealth Management
Retirement Capital Strategies

View all funds holding Vanguard Esg U.s. Stock Etf etf