Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Envestnet Portfolio Solutions’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
Q3 		$208K Buy
2025
Q2 		– Sell
2025
Q1 		$223K Sell
2024
Q4 		$313K Sell
2024
Q3 		$321K Buy
2024
Q2 		$261K Sell
2024
Q1 		$268K Buy
2023
Q4 		$243K Sell
2023
Q3 		$229K Buy