Physician Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Physician Wealth 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	$469K	Sell	4,179 -476	-10%	-$56.5K	0.07%	109
2025 Q4	$563K	Buy	4,655 +924	+25%	+$111K	0.08%	97
2025 Q3	$442K	Sell	3,731 -77	-2%	-$8.77K	0.06%	115
2025 Q2	$417K	Buy	3,808 +57	+2%	+$5.75K	0.07%	112
2025 Q1	$367K	Sell	3,751 -88	-2%	-$9.2K	0.06%	120
2024 Q4	$403K	Sell	3,839 -142	-4%	-$14.9K	0.07%	112
2024 Q3	$409K	Sell	3,981 -65	-2%	-$6.37K	0.07%	106
2024 Q2	$408K	Buy	4,046 +158	+4%	+$14.6K	0.08%	103
2024 Q1	$346K	Sell	3,888 -49	-1%	-$4.36K	0.07%	114
2023 Q4	$342K	Buy	+3,937	New	+$310K	0.08%	111

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

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

Physician Wealth Advisors's ESGV Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 10% in Q1 2026, selling an estimated $56.5K and leaving 4,179 shares worth $469K. The position accounts for 0.07% of the portfolio, ranked #109.

Physician Wealth Advisors first reported a position in ESGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $563K in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Physician Wealth Advisors held 4,179 shares of Vanguard ESG US Stock ETF worth $469K as of Q1 2026.
Physician Wealth Advisors sold 476 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $56.5K.
Vanguard ESG US Stock ETF made up 0.07% of Physician Wealth Advisors's portfolio in Q1 2026, its #109 holding.
Physician Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 10 quarters since.
Physician Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $563K in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.