Atlantic Edge Private Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Atlantic Edge Private 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
2025 Q3	–	Sell	-1,090	Closed	-$120K	–	544
2025 Q2	$120K	Hold	1,090	–	–	0.03%	158
2025 Q1	$107K	Hold	1,090	–	–	0.03%	159
2024 Q4	$114K	Hold	1,090	–	–	0.04%	156
2024 Q3	$111K	Buy	1,090 +425	+64%	+$41.7K	0.03%	160
2024 Q2	$64.3K	Buy	665 +200	+43%	+$18.5K	0.02%	176
2024 Q1	$43.3K	Hold	465	–	–	0.01%	201
2023 Q4	$39.6K	Buy	+465	New	+$36.6K	0.02%	196

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

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

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ESGV Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 1,090 shares — an estimated $120K sold.

Atlantic Edge Private Wealth Management first reported a position in ESGV in Q4 2023 and held it in 7 quarters. The position peaked at $120K in Q2 2025. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

Atlantic Edge Private Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 1,090 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $120K.
Atlantic Edge Private Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and held it in 7 quarters.
Atlantic Edge Private Wealth Management's Vanguard ESG US Stock ETF position peaked at $120K in Q2 2025.
640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.