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

Parkworth 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
Q2 		$78.7K Sell
718
-1,469
-67% -$148K 0.06% 87
2025
Q1 		$214K Buy
2,187
+4
+0.2% +$418 0.17% 52
2024
Q4 		$229K Buy
+2,183
New +$229K 0.19% 47

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

Parkworth Wealth Management's ESGV Position: Q2 2025 in Review

Parkworth Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 67% in Q2 2025, selling an estimated $148K and leaving 718 shares worth $78.7K. The position accounts for 0.06% of the portfolio, ranked #87.

Parkworth Wealth Management first reported a position in ESGV in Q4 2024 and has held it in 3 quarters since. The position peaked at $229K in Q4 2024. 620 funds tracked by Wall St. Rank hold ESGV as of Q2 2025.

  • Parkworth Wealth Management held 718 shares of Vanguard ESG US Stock ETF worth $78.7K as of Q2 2025.
  • Parkworth Wealth Management sold 1,469 Vanguard ESG US Stock ETF shares in Q2 2025, an estimated $148K.
  • Vanguard ESG US Stock ETF made up 0.06% of Parkworth Wealth Management's portfolio in Q2 2025, its #87 holding.
  • Parkworth Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Vanguard ESG US Stock ETF position peaked at $229K in Q4 2024.
  • 620 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.