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Kistler-Tiffany Companies’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$329K Buy
4,203
+3
+0.1% +$221 0.05% 264
2023
Q1 		$301K Buy
4,200
+727
+21% +$50.7K 0.06% 246
2022
Q4 		$229K Buy
3,473
+5
+0.1% +$334 0.05% 239
2022
Q3 		$218K Buy
3,468
+4
+0.1% +$281 0.05% 201
2022
Q2 		$230K Buy
3,464
+57
+2% +$4.12K 0.05% 194
2022
Q1 		$276K Buy
3,407
+1,019
+43% +$81.9K 0.05% 186
2021
Q4 		$210K Sell
2,388
-306
-11% -$26.1K 0.04% 198
2021
Q3 		$216K Buy
2,694
+953
+55% +$78.5K 0.05% 187
2021
Q2 		$139K Buy
1,741
+819
+89% +$63.5K 0.03% 229
2021
Q1 		$68K Buy
922
+2
+0.2% +$145 0.02% 300
2020
Q4 		$65K Buy
920
+154
+20% +$10.2K 0.02% 271
2020
Q3 		$47K Buy
+766
New +$46.6K 0.02% 283

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kistler-Tiffany Companies's ESGV Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard ESG US Stock ETF (ESGV) stake by 0.07% in Q2 2023, buying an estimated $221 and bringing the position to 4,203 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #264.

Kistler-Tiffany Companies first reported a position in ESGV in Q3 2020 and has held it in 12 quarters since. 428 funds tracked by Wall St. Rank hold ESGV as of Q2 2023.

  • Kistler-Tiffany Companies held 4,203 shares of Vanguard ESG US Stock ETF worth $329K as of Q2 2023.
  • Kistler-Tiffany Companies bought 3 Vanguard ESG US Stock ETF shares in Q2 2023, an estimated $221.
  • Vanguard ESG US Stock ETF made up 0.05% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #264 holding.
  • Kistler-Tiffany Companies first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 12 quarters since.
  • 428 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.