Carmichael Hill & Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Carmichael Hill & Associates’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	$36.1K	Buy	355 +1	+0.3%	+$98	0.01%	415
2024 Q2	$34.2K	Buy	354 +1	+0.3%	+$93	0.01%	400
2024 Q1	$32.9K	Buy	353 +1	+0.3%	+$89	0.01%	411
2023 Q4	$30K	Buy	352 +1	+0.3%	+$79	0.01%	422
2023 Q3	$26.4K	Buy	351 +1	+0.3%	+$78	0.01%	428
2023 Q2	$27.4K	Buy	350 +1	+0.3%	+$74	0.01%	426
2023 Q1	$25K	Buy	349 +1	+0.3%	+$70	0.01%	419
2022 Q4	$22.9K	Buy	348 +2	+0.6%	+$133	0.01%	447
2022 Q3	$22K	Buy	346 +1	+0.3%	+$70	0.01%	452
2022 Q2	$23K	Buy	345 +1	+0.3%	+$72	0.01%	441
2022 Q1	$28K	Buy	344 +1	+0.3%	+$80	0.01%	450
2021 Q4	$30K	Buy	+343	New	+$29.3K	0.01%	457

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 $266M AUM 18.48% 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 $1.66B AUM 23.19% 1-Year Est. Return

Carmichael Hill & Associates's ESGV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.28% in Q3 2024, buying an estimated $98 and bringing the position to 355 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #415.

Carmichael Hill & Associates first reported a position in ESGV in Q4 2021 and has held it in 12 quarters since. 521 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

Carmichael Hill & Associates held 355 shares of Vanguard ESG US Stock ETF worth $36.1K as of Q3 2024.
Carmichael Hill & Associates bought 1 Vanguard ESG US Stock ETF share in Q3 2024, an estimated $98.
Vanguard ESG US Stock ETF made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #415 holding.
Carmichael Hill & Associates first reported a position in Vanguard ESG US Stock ETF in Q4 2021 and has held it in 12 quarters since.
521 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.