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Lakeridge Wealth Management’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Lakeridge Wealth Management’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
-2,062
Closed -$216K – 156
2024
Q4 		$216K Hold
2,062
– – 0.11% 139
2024
Q3 		$210K Buy
+2,062
New +$202K 0.12% 147

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 $159M AUM 24.04% 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

Lakeridge Wealth Management's ESGV Position: Q1 2025 in Review

Lakeridge Wealth Management sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 2,062 shares — an estimated $216K sold.

Lakeridge Wealth Management first reported a position in ESGV in Q3 2024 and held it in 2 quarters. The position peaked at $216K in Q4 2024. 585 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • Lakeridge Wealth Management reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 2,062 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $216K.
  • Lakeridge Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and held it in 2 quarters.
  • Lakeridge Wealth Management's Vanguard ESG US Stock ETF position peaked at $216K in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Lakeridge Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.