Corrigan Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Corrigan Financial’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 Q1	–	Sell	-10,089	Closed	-$1.06M	–	45
2024 Q4	$1.06M	Buy	+10,089	New	+$1.06M	0.24%	37
2023 Q3	–	Sell	-9,551	Closed	-$748K	–	50
2023 Q2	$748K	Buy	9,551 +206	+2%	+$15.2K	0.23%	38
2023 Q1	$670K	Sell	9,345 -764	-8%	-$53.2K	0.22%	38
2022 Q4	$666K	Buy	10,109 +436	+5%	+$29.1K	0.24%	36
2022 Q3	$609K	Sell	9,673 -451	-4%	-$31.7K	0.23%	36
2022 Q2	$672K	Buy	10,124 +963	+11%	+$69.5K	0.24%	35
2022 Q1	$743K	Buy	9,161 +942	+11%	+$75.7K	0.23%	38
2021 Q4	$722K	Buy	8,219 +3,804	+86%	+$325K	0.21%	40
2021 Q3	$353K	Buy	4,415 +1,045	+31%	+$86.1K	0.11%	54
2021 Q2	$270K	Buy	+3,370	New	+$261K	0.08%	64

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return

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

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

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

Corrigan Financial's ESGV Position: Q1 2025 in Review

Corrigan Financial sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 10,089 shares — an estimated $1.06M sold.

Corrigan Financial first reported a position in ESGV in Q2 2021 and held it in 10 quarters. The position peaked at $1.06M in Q4 2024. 587 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

Corrigan Financial reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
Corrigan Financial sold 10,089 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $1.06M.
Corrigan Financial first reported a position in Vanguard ESG US Stock ETF in Q2 2021 and held it in 10 quarters.
Corrigan Financial's Vanguard ESG US Stock ETF position peaked at $1.06M in Q4 2024.
587 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Corrigan Financial's 13F filing for Q1 2025, filed 15 Apr 2025.