Ashton Thomas Private Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Ashton Thomas Private Wealth’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 Q2	$491K	Sell	3,712 -1,629	-30%	-$208K	0.01%	790
2026 Q1	$600K	Buy	5,341 +52	+1%	+$6.18K	0.01%	679
2025 Q4	$640K	Buy	5,289 +2,378	+82%	+$285K	0.02%	607
2025 Q3	$345K	Buy	2,911 +780	+37%	+$88.8K	0.01%	748
2025 Q2	$234K	Hold	2,131	–	–	0.01%	763
2025 Q1	$209K	Buy	+2,131	New	+$223K	0.01%	766
2024 Q3	–	Sell	-1,391	Closed	-$134K	–	992
2024 Q2	$134K	Buy	+1,391	New	+$129K	0.01%	680

Other funds holding ESGV

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Ashton Thomas Private Wealth's ESGV Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 30% in Q2 2026, selling an estimated $208K and leaving 3,712 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #790.

Ashton Thomas Private Wealth first reported a position in ESGV in Q2 2024 and has held it in 7 quarters since. The position peaked at $640K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Ashton Thomas Private Wealth held 3,712 shares of Vanguard ESG US Stock ETF worth $491K as of Q2 2026.
Ashton Thomas Private Wealth sold 1,629 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $208K.
Vanguard ESG US Stock ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #790 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's Vanguard ESG US Stock ETF position peaked at $640K in Q4 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.