BOS
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Bingham Osborn & Scarborough’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-10,261
Closed -$821K – 53
2021
Q3 		$821K Buy
10,261
+547
+6% +$45.1K 0.06% 62
2021
Q2 		$777K Buy
9,714
+303
+3% +$23.5K 0.05% 59
2021
Q1 		$694K Buy
9,411
+1,012
+12% +$73.3K 0.05% 61
2020
Q4 		$589K Buy
8,399
+469
+6% +$31K 0.05% 61
2020
Q3 		$490K Buy
+7,930
New +$482K 0.04% 95

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bingham Osborn & Scarborough's ESGV Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2021, closing a stake of 10,261 shares — an estimated $821K sold.

Bingham Osborn & Scarborough first reported a position in ESGV in Q3 2020 and held it in 5 quarters. The position peaked at $821K in Q3 2021. 379 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Vanguard ESG US Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 10,261 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $821K.
  • Bingham Osborn & Scarborough first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and held it in 5 quarters.
  • Bingham Osborn & Scarborough's Vanguard ESG US Stock ETF position peaked at $821K in Q3 2021.
  • 379 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.