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Financial Services Advisory’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Financial Services Advisory’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
-2,471
Closed -$259K – 47
2024
Q4 		$259K Buy
+2,471
New +$259K 0.06% 52
2023
Q4 		– Sell
-10,093
Closed -$759K – 58
2023
Q3 		$759K Sell
10,093
-10,959
-52% -$860K 0.37% 34
2023
Q2 		$1.65M Buy
21,052
+107
+0.5% +$7.88K 0.68% 23
2023
Q1 		$1.5M Buy
+20,945
New +$1.46M 0.98% 19

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 $131M AUM 16.19% 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