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 Q2	$538K	Sell	4,067 -112	-3%	-$14.3K	0.06%	111
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

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Physician Wealth Advisors's ESGV Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.7% in Q2 2026, selling an estimated $14.3K and leaving 4,067 shares worth $538K. The position accounts for 0.06% of the portfolio, ranked #111.

Physician Wealth Advisors first reported a position in ESGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $563K in Q4 2025. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Physician Wealth Advisors held 4,067 shares of Vanguard ESG US Stock ETF worth $538K as of Q2 2026.
Physician Wealth Advisors sold 112 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $14.3K.
Vanguard ESG US Stock ETF made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Physician Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2023 and has held it in 11 quarters since.
Physician Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $563K in Q4 2025.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.