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

Alpine Bank 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
2024 Q3	$103K	Buy	+1,014	New	+$99.4K	0.02%	189

Other funds holding ESGV

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

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

Alpine Bank Wealth Management's ESGV Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in Vanguard ESG US Stock ETF (ESGV) in Q3 2024: 1,014 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #189 among its holdings.

521 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

Alpine Bank Wealth Management held 1,014 shares of Vanguard ESG US Stock ETF worth $103K as of Q3 2024.
Vanguard ESG US Stock ETF was a new Alpine Bank Wealth Management position in Q3 2024.
Vanguard ESG US Stock ETF made up 0.02% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #189 holding.
521 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.