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LW
Libra Wealth’s
Vanguard ESG US Stock ETF
ESGV
Stock Holding History
Libra 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
$6.01M
Buy
53,524
+392
+0.7%
+$46.6K
1.69%
11
2025
Q4
$6.43M
Sell
53,132
-3,429
-6%
-$411K
1.8%
11
2025
Q3
$6.7M
Sell
56,561
-275
-0.5%
-$31.3K
2.01%
11
2025
Q2
$6.23M
Sell
56,836
-3,146
-5%
-$317K
2.04%
13
2025
Q1
$5.88M
Buy
59,982
+348
+0.6%
+$36.4K
2.2%
11
2024
Q4
$6.26M
Sell
59,634
-2,352
-4%
-$247K
2.43%
11
2024
Q3
$6.3M
Buy
61,986
+1,125
+2%
+$110K
2.52%
11
2024
Q2
$5.88M
Sell
60,861
-2,536
-4%
-$235K
2.55%
11
2024
Q1
$5.91M
Buy
63,397
+2,215
+4%
+$197K
2.59%
10
2023
Q4
$5.2M
Sell
61,182
-117
-0.2%
-$9.22K
2.59%
8
2023
Q3
$4.61M
Buy
61,299
+357
+0.6%
+$28K
2.55%
8
2023
Q2
$4.77M
Buy
60,942
+1,031
+2%
+$75.9K
2.61%
9
2023
Q1
$4.3M
Buy
59,911
+18
+0%
+$1.25K
2.49%
9
2022
Q4
$3.94M
Buy
59,893
+201
+0.3%
+$13.4K
0.11%
12
2022
Q3
$3.75M
Buy
59,692
+6,614
+12%
+$464K
2.42%
9
2022
Q2
$3.52M
Buy
+53,078
New
+$3.83M
2.52%
10
Other funds holding ESGV
VAI
Vanguard Advisers Inc
Malvern, Pennsylvania
$25.5B AUM
Wealthfront Advisers
Palo Alto, California
$45.6B AUM
18.83%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
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
New York
$52.8B AUM
15.34%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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