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 Q3	$538K	Buy	3,967 +255	+7%	+$34.3K	0.01%	750
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Ashton Thomas Private Wealth's ESGV Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard ESG US Stock ETF (ESGV) stake by 6.9% in Q3 2026, buying an estimated $34.3K and bringing the position to 3,967 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #750.

Ashton Thomas Private Wealth first reported a position in ESGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $640K in Q4 2025. 423 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

Ashton Thomas Private Wealth held 3,967 shares of Vanguard ESG US Stock ETF worth $538K as of Q3 2026.
Ashton Thomas Private Wealth bought 255 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $34.3K.
Vanguard ESG US Stock ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #750 holding.
Ashton Thomas Private Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2024 and has held it in 8 quarters since.
Ashton Thomas Private Wealth's Vanguard ESG US Stock ETF position peaked at $640K in Q4 2025.
423 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.