Blue Barn Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Blue Barn 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
2025 Q2	–	Sell	-2,347	Closed	-$230K	–	160
2025 Q1	$230K	Hold	2,347	–	–	0.12%	132
2024 Q4	$246K	Hold	2,347	–	–	0.13%	113
2024 Q3	$239K	Hold	2,347	–	–	0.12%	129
2024 Q2	$227K	Sell	2,347 -252	-10%	-$23.4K	0.13%	115
2024 Q1	$242K	Hold	2,599	–	–	0.14%	105
2023 Q4	$221K	Sell	2,599 -243	-9%	-$19.2K	0.13%	103
2023 Q3	$214K	Sell	2,842 -575	-17%	-$45.1K	0.14%	106
2023 Q2	$268K	Sell	3,417 -350	-9%	-$25.8K	0.17%	94
2023 Q1	$270K	Buy	3,767 +100	+3%	+$6.97K	0.17%	95
2022 Q4	$242K	Buy	3,667 +64	+2%	+$4.27K	0.16%	97
2022 Q3	$227K	Hold	3,603	–	–	0.16%	97
2022 Q2	$239K	Sell	3,603 -1,023	-22%	-$73.9K	0.18%	88
2022 Q1	$375K	Hold	4,626	–	–	0.26%	63
2021 Q4	$407K	Hold	4,626	–	–	0.28%	57
2021 Q3	$370K	Hold	4,626	–	–	0.32%	56
2021 Q2	$370K	Buy	+4,626	New	+$359K	0.38%	50

Other funds holding ESGV

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

LWL

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

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

VCM

Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return

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

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

Blue Barn Wealth's ESGV Position: Q2 2025 in Review

Blue Barn Wealth sold out of Vanguard ESG US Stock ETF (ESGV) in Q2 2025, closing a stake of 2,347 shares — an estimated $230K sold.

Blue Barn Wealth first reported a position in ESGV in Q2 2021 and held it in 16 quarters. The position peaked at $407K in Q4 2021. 623 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

Blue Barn Wealth reported no remaining Vanguard ESG US Stock ETF position as of Q2 2025 after selling out during the quarter.
Blue Barn Wealth sold 2,347 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $230K.
Blue Barn Wealth first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 16 quarters.
Blue Barn Wealth's Vanguard ESG US Stock ETF position peaked at $407K in Q4 2021.
623 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Blue Barn Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.