Focus Partners Wealth
ESGV icon

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

Focus Partners Wealth’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
2026
Q1 		$15.4M Buy
136,319
+4,550
+3% +$540K 0.02% 582
2025
Q4 		$15.9M Buy
131,769
+13,375
+11% +$1.6M 0.02% 549
2025
Q3 		$14M Buy
118,394
+1,796
+2% +$204K 0.02% 475
2025
Q2 		$12.8M Buy
116,598
+3,991
+4% +$402K 0.03% 453
2025
Q1 		$11M Buy
112,607
+5,711
+5% +$597K 0.03% 458
2024
Q4 		$11.2M Buy
106,896
+550
+0.5% +$57.7K 0.03% 442
2024
Q3 		$10.8M Buy
106,346
+69,672
+190% +$6.83M 0.03% 394
2024
Q2 		$3.54M Buy
36,674
+18,256
+99% +$1.69M 0.01% 557
2024
Q1 		$1.72M Buy
18,418
+1,134
+7% +$101K 0.01% 511
2023
Q4 		$1.47M Buy
+17,284
New +$1.36M 0.02% 395

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Creative Planning
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VF
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LWL
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Raymond James Financial
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VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Betterment LLC
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return