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Carmel Capital Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Carmel Capital 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
2023
Q4 		– Sell
-394
Closed -$29.6K – 316
2023
Q3 		$29.6K Hold
394
– – 0.01% 301
2023
Q2 		$30.9K Hold
394
– – 0.02% 231
2023
Q1 		$28.3K Buy
+394
New +$27.5K 0.02% 277

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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 $1.49B AUM 19.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmel Capital Partners's ESGV Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2023, closing a stake of 394 shares — an estimated $29.6K sold.

Carmel Capital Partners first reported a position in ESGV in Q1 2023 and held it in 3 quarters. The position peaked at $30.9K in Q2 2023. 470 funds tracked by Wall St. Rank hold ESGV as of Q4 2023.

  • Carmel Capital Partners reported no remaining Vanguard ESG US Stock ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 394 Vanguard ESG US Stock ETF shares in Q4 2023, an estimated $29.6K.
  • Carmel Capital Partners first reported a position in Vanguard ESG US Stock ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Vanguard ESG US Stock ETF position peaked at $30.9K in Q2 2023.
  • 470 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.