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GPS Wealth Strategies Group’s Vanguard ESG US Stock ETF ESGV Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-641
Closed -$75.9K – 875
2025
Q3 		$75.9K Buy
641
+286
+81% +$32.6K 0.01% 567
2025
Q2 		$39K Buy
355
+10
+3% +$1.01K ﹤0.01% 696
2025
Q1 		$33.8K Buy
345
+1
+0.3% +$105 ﹤0.01% 703
2024
Q4 		$36.1K Buy
344
+25
+8% +$2.62K ﹤0.01% 658
2024
Q3 		$32.4K Hold
319
– – ﹤0.01% 686
2024
Q2 		$30.8K Buy
319
+169
+113% +$15.7K ﹤0.01% 660
2024
Q1 		$14K Hold
150
– – ﹤0.01% 795
2023
Q4 		$12.8K Hold
150
– – ﹤0.01% 787
2023
Q3 		$11.3K Hold
150
– – ﹤0.01% 816
2023
Q2 		$11.8K Hold
150
– – ﹤0.01% 818
2023
Q1 		$10.8K Buy
+150
New +$10.5K ﹤0.01% 821
2022
Q4 		– Sell
-150
Closed -$9K – 422
2022
Q3 		$9K Sell
150
-891
-86% -$62.5K ﹤0.01% 781
2022
Q2 		$69K Buy
+1,041
New +$75.2K 0.02% 384

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

GPS Wealth Strategies Group's ESGV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 641 shares — an estimated $75.9K sold.

GPS Wealth Strategies Group first reported a position in ESGV in Q2 2022 and held it in 13 quarters. The position peaked at $75.9K in Q3 2025. 689 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 641 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $75.9K.
  • GPS Wealth Strategies Group first reported a position in Vanguard ESG US Stock ETF in Q2 2022 and held it in 13 quarters.
  • GPS Wealth Strategies Group's Vanguard ESG US Stock ETF position peaked at $75.9K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.