CSB
ESGV icon

City State Bank’s Vanguard ESG US Stock ETF ESGV Stock Holding History

City State Bank’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 		– Sell
-100
Closed -$9.66K – 742
2024
Q2 		$9.66K Hold
100
– – ﹤0.01% 491
2024
Q1 		$9K Hold
100
– – ﹤0.01% 493
2023
Q4 		$9K Hold
100
– – ﹤0.01% 479
2023
Q3 		$8K Hold
100
– – ﹤0.01% 490
2023
Q2 		$8K Hold
100
– – ﹤0.01% 501
2023
Q1 		$7K Hold
100
– – ﹤0.01% 517
2022
Q4 		$7K Hold
100
– – ﹤0.01% 485
2022
Q3 		$6K Hold
100
– – ﹤0.01% 502
2022
Q2 		$7K Buy
+100
New +$7.22K ﹤0.01% 491

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 $171B AUM 24.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $541M AUM 18.86% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

City State Bank's ESGV Position: Q3 2024 in Review

City State Bank sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2024, closing a stake of 100 shares — an estimated $9.66K sold.

City State Bank first reported a position in ESGV in Q2 2022 and held it in 9 quarters. The position peaked at $9.66K in Q2 2024. 522 funds tracked by Wall St. Rank hold ESGV as of Q3 2024.

  • City State Bank reported no remaining Vanguard ESG US Stock ETF position as of Q3 2024 after selling out during the quarter.
  • City State Bank sold 100 Vanguard ESG US Stock ETF shares in Q3 2024, an estimated $9.66K.
  • City State Bank first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 9 quarters.
  • City State Bank's Vanguard ESG US Stock ETF position peaked at $9.66K in Q2 2024.
  • 522 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2024.

Based on City State Bank's 13F filing for Q3 2024, filed 10 Oct 2024.