Apollon Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Apollon Wealth 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
2026 Q1	$245K	Sell	2,178 -1,357	-38%	-$161K	﹤0.01%	1221
2025 Q4	$428K	Sell	3,535 -6	-0.2%	-$720	0.01%	899
2025 Q3	$419K	Hold	3,541	–	–	0.01%	896
2025 Q2	$388K	Sell	3,541 -11	-0.3%	-$1.11K	0.01%	901
2025 Q1	$348K	Sell	3,552 -54	-1%	-$5.65K	0.01%	896
2024 Q4	$378K	Sell	3,606 -7	-0.2%	-$734	0.01%	854
2024 Q3	$367K	Buy	3,613 +447	+14%	+$43.8K	0.01%	840
2024 Q2	$306K	Sell	3,166 -10	-0.3%	-$927	0.01%	857
2024 Q1	$296K	Sell	3,176 -22	-0.7%	-$1.96K	0.01%	871
2023 Q4	$272K	Sell	3,198 -70	-2%	-$5.52K	0.01%	880
2023 Q3	$246K	Sell	3,268 -23	-0.7%	-$1.8K	0.01%	765
2023 Q2	$258K	Sell	3,291 -84	-2%	-$6.18K	0.01%	783
2023 Q1	$242K	Buy	3,375 +130	+4%	+$9.06K	0.01%	741
2022 Q4	$214K	Buy	+3,245	New	+$216K	0.02%	766

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

Apollon Wealth Management's ESGV Position: Q1 2026 in Review

Apollon Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 38% in Q1 2026, selling an estimated $161K and leaving 2,178 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Apollon Wealth Management first reported a position in ESGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $428K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Apollon Wealth Management held 2,178 shares of Vanguard ESG US Stock ETF worth $245K as of Q1 2026.
Apollon Wealth Management sold 1,357 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $161K.
Vanguard ESG US Stock ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1221 holding.
Apollon Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 14 quarters since.
Apollon Wealth Management's Vanguard ESG US Stock ETF position peaked at $428K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.