FWP
ESGV icon

FAS Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History

FAS Wealth Partners’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
-234
Closed -$24.5K – 434
2024
Q4 		$24.5K Sell
234
-31
-12% -$3.25K ﹤0.01% 373
2024
Q3 		$26.9K Buy
265
+31
+13% +$3.04K ﹤0.01% 384
2024
Q2 		$22.6K Buy
+234
New +$21.7K ﹤0.01% 378
2022
Q1 		– Sell
-2,551
Closed -$224K – 390
2021
Q4 		$224K Sell
2,551
-15
-0.6% -$1.28K 0.02% 274
2021
Q3 		$205K Buy
+2,566
New +$211K 0.02% 282

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 $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAS Wealth Partners's ESGV Position: Q1 2025 in Review

FAS Wealth Partners sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 234 shares — an estimated $24.5K sold.

FAS Wealth Partners first reported a position in ESGV in Q3 2021 and held it in 5 quarters. The position peaked at $224K in Q4 2021. 585 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • FAS Wealth Partners reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • FAS Wealth Partners sold 234 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $24.5K.
  • FAS Wealth Partners first reported a position in Vanguard ESG US Stock ETF in Q3 2021 and held it in 5 quarters.
  • FAS Wealth Partners's Vanguard ESG US Stock ETF position peaked at $224K in Q4 2021.
  • 585 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on FAS Wealth Partners's 13F filing for Q1 2025, filed 5 May 2025.