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

Continuum 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	$277K	Buy	2,098 +213	+11%	+$27.2K	0.09%	67
2026 Q1	$212K	Buy	1,885 +9	+0.5%	+$1.07K	0.09%	67
2025 Q4	$227K	Hold	1,876	–	–	0.09%	72
2025 Q3	$222K	Hold	1,876	–	–	0.09%	64
2025 Q2	$206K	Buy	+1,876	New	+$189K	0.1%	60
2023 Q1	–	Sell	-3,807	Closed	-$251K	–	42
2022 Q4	$251K	Buy	+3,807	New	+$254K	0.25%	36

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

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

Continuum Wealth Advisors increased its Vanguard ESG US Stock ETF (ESGV) stake by 11% in Q2 2026, buying an estimated $27.2K and bringing the position to 2,098 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #67.

Continuum Wealth Advisors first reported a position in ESGV in Q4 2022 and has held it in 6 quarters since. 714 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Continuum Wealth Advisors held 2,098 shares of Vanguard ESG US Stock ETF worth $277K as of Q2 2026.
Continuum Wealth Advisors bought 213 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $27.2K.
Vanguard ESG US Stock ETF made up 0.09% of Continuum Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Continuum Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2022 and has held it in 6 quarters since.
714 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.