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Crescent Capital Consulting’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Crescent Capital Consulting’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 		$6.28M Buy
71,493
+7,004
+11% +$598K 1.04% 27
2021
Q3 		$5.16M Sell
64,489
-948
-1% -$78.1K 0.95% 28
2021
Q2 		$5.23M Buy
65,437
+1,988
+3% +$154K 0.98% 24
2021
Q1 		$4.68M Buy
63,449
+28,388
+81% +$2.06M 1.03% 28
2020
Q4 		$2.46M Buy
+35,061
New +$2.31M 0.63% 45

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

Crescent Capital Consulting's ESGV Position: Q4 2021 in Review

Crescent Capital Consulting increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q4 2021, buying an estimated $598K and bringing the position to 71,493 shares worth $6.28M. The position accounts for 1.04% of the portfolio, ranked #27.

Crescent Capital Consulting first reported a position in ESGV in Q4 2020 and has held it in 5 quarters since. 379 funds tracked by Wall St. Rank hold ESGV as of Q4 2021.

  • Crescent Capital Consulting held 71,493 shares of Vanguard ESG US Stock ETF worth $6.28M as of Q4 2021.
  • Crescent Capital Consulting bought 7,004 Vanguard ESG US Stock ETF shares in Q4 2021, an estimated $598K.
  • Vanguard ESG US Stock ETF made up 1.04% of Crescent Capital Consulting's portfolio in Q4 2021, its #27 holding.
  • Crescent Capital Consulting first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and has held it in 5 quarters since.
  • 379 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.