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Carolina Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Carolina Wealth Advisors’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 		$159K Hold
1,205
– – 0.06% 94
2026
Q1 		$135K Hold
1,205
– – 0.06% 100
2025
Q4 		$146K Hold
1,205
– – 0.07% 80
2025
Q3 		$143K Sell
1,205
-213
-15% -$24.2K 0.06% 81
2025
Q2 		$155K Sell
1,418
-85
-6% -$8.57K 0.08% 60
2025
Q1 		$147K Sell
1,503
-195
-11% -$20.4K 0.08% 74
2024
Q4 		$178K Sell
1,698
-71
-4% -$7.45K 0.1% 68
2024
Q3 		$180K Hold
1,769
– – 0.09% 58
2024
Q2 		$171K Sell
1,769
-109
-6% -$10.1K 0.08% 58
2024
Q1 		$175K Hold
1,878
– – 0.09% 63
2023
Q4 		$160K Sell
1,878
-111
-6% -$8.75K 0.08% 73
2023
Q3 		$150K Buy
1,989
+278
+16% +$21.8K 0.08% 82
2023
Q2 		$134K Hold
1,711
– – 0.08% 69
2023
Q1 		$123K Sell
1,711
-78
-4% -$5.44K 0.07% 81
2022
Q4 		$118K Buy
1,789
+420
+31% +$28K 0.07% 77
2022
Q3 		$86K Buy
1,369
+281
+26% +$19.7K 0.07% 80
2022
Q2 		$72K Sell
1,088
-1,045
-49% -$75.5K 0.05% 99
2022
Q1 		$173K Hold
2,133
– – 0.11% 87
2021
Q4 		$187K Buy
2,133
+744
+54% +$63.6K 0.11% 88
2021
Q3 		$111K Hold
1,389
– – 0.07% 93
2021
Q2 		$111K Hold
1,389
– – 0.07% 99
2021
Q1 		$102K Hold
1,389
– – 0.07% 90
2020
Q4 		$97K Buy
1,389
+189
+16% +$12.5K 0.08% 59
2020
Q3 		$74K Buy
+1,200
New +$72.9K 0.07% 55

Other funds holding ESGV

SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FF
Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Carolina Wealth Advisors's ESGV Position: Q2 2026 in Review

Carolina Wealth Advisors held its Vanguard ESG US Stock ETF (ESGV) position steady in Q2 2026 at 1,205 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #94.

Carolina Wealth Advisors first reported a position in ESGV in Q3 2020 and has held it in 24 quarters since. The position peaked at $187K in Q4 2021. 132 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

  • Carolina Wealth Advisors held 1,205 shares of Vanguard ESG US Stock ETF worth $159K as of Q2 2026.
  • Carolina Wealth Advisors left its Vanguard ESG US Stock ETF share count unchanged in Q2 2026.
  • Vanguard ESG US Stock ETF made up 0.06% of Carolina Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Carolina Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • Carolina Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $187K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.