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Carroll Financial Associates’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Carroll Financial 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
2021
Q4 		$26K Hold
305
– – ﹤0.01% 900
2021
Q3 		$24K Buy
+305
New +$25.1K ﹤0.01% 945

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 $155M AUM 20.68% 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 $1.38B AUM 41.76% 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 $52B AUM 24.53% 1-Year Est. Return

Carroll Financial Associates's ESGV Position: Q4 2021 in Review

Carroll Financial Associates held its Vanguard ESG US Stock ETF (ESGV) position steady in Q4 2021 at 305 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Carroll Financial Associates first reported a position in ESGV in Q3 2021 and has held it in 2 quarters since. 380 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Carroll Financial Associates held 305 shares of Vanguard ESG US Stock ETF worth $26K as of Q4 2021.
  • Carroll Financial Associates left its Vanguard ESG US Stock ETF share count unchanged in Q4 2021.
  • Vanguard ESG US Stock ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #900 holding.
  • Carroll Financial Associates first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and has held it in 2 quarters since.
  • 380 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.