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Denver PWM’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Denver PWM’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
-188
Closed -$19.7K – 124
2024
Q4 		$19.7K Buy
188
+1
+0.5% +$105 0.01% 140
2024
Q3 		$19K Sell
187
-134
-42% -$13.1K 0.01% 143
2024
Q2 		$31K Sell
321
-6,961
-96% -$645K 0.01% 151
2024
Q1 		$665K Sell
7,282
-72
-1% -$6.4K 0.26% 54
2023
Q4 		$613K Buy
7,354
+55
+0.8% +$4.33K 0.28% 48
2023
Q3 		$548K Buy
7,299
+235
+3% +$18.4K 0.23% 62
2023
Q2 		$553K Sell
7,064
-54
-0.8% -$3.98K 0.23% 63
2023
Q1 		$514K Buy
7,118
+1
+0% +$70 0.23% 63
2022
Q4 		$469K Buy
7,117
+1,742
+32% +$116K 0.22% 68
2022
Q3 		$346K Buy
5,375
+386
+8% +$27.1K 0.19% 68
2022
Q2 		$333K Buy
4,989
+113
+2% +$8.16K 0.16% 70
2022
Q1 		$396K Buy
4,876
+128
+3% +$10.3K 0.16% 70
2021
Q4 		$419K Buy
4,748
+162
+4% +$13.8K 0.16% 69
2021
Q3 		$367K Buy
4,586
+39
+0.9% +$3.21K 0.15% 70
2021
Q2 		$364K Buy
+4,547
New +$353K 0.15% 68
2021
Q1 		– Sell
-4,029
Closed -$279K – 82
2020
Q4 		$279K Buy
+4,029
New +$266K 0.14% 69

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Denver PWM's ESGV Position: Q1 2025 in Review

Denver PWM sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 188 shares — an estimated $19.7K sold.

Denver PWM first reported a position in ESGV in Q4 2020 and held it in 16 quarters. The position peaked at $665K in Q1 2024. 586 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • Denver PWM reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Denver PWM sold 188 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $19.7K.
  • Denver PWM first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 16 quarters.
  • Denver PWM's Vanguard ESG US Stock ETF position peaked at $665K in Q1 2024.
  • 586 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.