Karp Capital Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Karp Capital Management’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
2022 Q4	–	Sell	-3,693	Closed	-$232K	–	25
2022 Q3	$232K	Hold	3,693	–	–	0.05%	116
2022 Q2	$245K	Buy	3,693 +43	+1%	+$3.1K	0.04%	127
2022 Q1	$296K	Sell	3,650 -85	-2%	-$6.83K	0.04%	114
2021 Q4	$328K	Buy	3,735 +34	+0.9%	+$2.9K	0.04%	120
2021 Q3	$296K	Hold	3,701	–	–	0.04%	140
2021 Q2	$296K	Hold	3,701	–	–	0.04%	141
2021 Q1	$273K	Hold	3,701	–	–	0.05%	116
2020 Q4	$260K	Hold	3,701	–	–	0.05%	108
2020 Q3	$229K	Buy	+3,701	New	+$225K	0.06%	85

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Karp Capital Management's ESGV Position: Q4 2022 in Review

Karp Capital Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2022, closing a stake of 3,693 shares — an estimated $232K sold.

Karp Capital Management first reported a position in ESGV in Q3 2020 and held it in 9 quarters. The position peaked at $328K in Q4 2021. 400 funds tracked by Wall St. Rank hold ESGV as of Q4 2022.

Karp Capital Management reported no remaining Vanguard ESG US Stock ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 3,693 Vanguard ESG US Stock ETF shares in Q4 2022, an estimated $232K.
Karp Capital Management first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and held it in 9 quarters.
Karp Capital Management's Vanguard ESG US Stock ETF position peaked at $328K in Q4 2021.
400 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.