Flagstar Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Flagstar Advisors’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	–	Sell	-2,169	Closed	-$238K	–	187
2025 Q2	$238K	Buy	2,169 +5	+0.2%	+$504	0.07%	184
2025 Q1	$212K	Buy	2,164 +6	+0.3%	+$627	0.05%	210
2024 Q4	$226K	Buy	2,158 +6	+0.3%	+$630	0.06%	203
2024 Q3	$219K	Buy	2,152 +6	+0.3%	+$588	0.06%	202
2024 Q2	$207K	Buy	+2,146	New	+$199K	0.06%	193
2022 Q4	–	Sell	-2,097	Closed	-$132K	–	183
2022 Q3	$132K	Buy	+2,097	New	+$147K	0.05%	166

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

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

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

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

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

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Flagstar Advisors's ESGV Position: Q3 2025 in Review

Flagstar Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 2,169 shares — an estimated $238K sold.

Flagstar Advisors first reported a position in ESGV in Q3 2022 and held it in 6 quarters. The position peaked at $238K in Q2 2025. 642 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

Flagstar Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
Flagstar Advisors sold 2,169 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $238K.
Flagstar Advisors first reported a position in Vanguard ESG US Stock ETF in Q3 2022 and held it in 6 quarters.
Flagstar Advisors's Vanguard ESG US Stock ETF position peaked at $238K in Q2 2025.
642 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Flagstar Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.