HCA
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Harpswell Capital Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Harpswell Capital 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
2026
Q1 		$14.4M Buy
128,550
+3,000
+2% +$356K 10.75% 2
2025
Q4 		$15.2M Sell
125,550
-6,601
-5% -$792K 12.04% 2
2025
Q3 		$15.7M Buy
+132,151
New +$15M 14.93% 2

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Morgan Stanley
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Creative Planning
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VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
LWL
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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return