Kohmann Bosshard Financial Services’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Kohmann Bosshard Financial Services’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
2026 Q1	–	Sell	-1,207	Closed	-$146K	–	332
2025 Q4	$146K	Buy	+1,207	New	+$145K	0.01%	330
2025 Q1	–	Sell	-1,207	Closed	-$127K	–	439
2024 Q4	$127K	Buy	+1,207	New	+$127K	0.02%	229

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kohmann Bosshard Financial Services's ESGV Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 1,207 shares — an estimated $146K sold.

Kohmann Bosshard Financial Services first reported a position in ESGV in Q4 2024 and held it in 2 quarters. The position peaked at $146K in Q4 2025. 676 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,207 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $146K.
Kohmann Bosshard Financial Services first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's Vanguard ESG US Stock ETF position peaked at $146K in Q4 2025.
676 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.