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

Pine Harbor 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
2026 Q1	$1.39M	Sell	12,372 -15	-0.1%	-$1.78K	0.42%	27
2025 Q4	$1.5M	Hold	12,387	–	–	0.46%	26
2025 Q3	$1.47M	Hold	12,387	–	–	0.47%	27
2025 Q2	$1.36M	Buy	12,387 +3	+0%	+$302	0.48%	29
2025 Q1	$1.21M	Sell	12,384 -148	-1%	-$15.5K	0.49%	30
2024 Q4	$1.31M	Sell	12,532 -831	-6%	-$87.2K	0.53%	29
2024 Q3	$1.36M	Buy	+13,363	New	+$1.31M	0.68%	26

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

Pine Harbor Wealth Management's ESGV Position: Q1 2026 in Review

Pine Harbor Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.12% in Q1 2026, selling an estimated $1.78K and leaving 12,372 shares worth $1.39M. The position accounts for 0.42% of the portfolio, ranked #27.

Pine Harbor Wealth Management first reported a position in ESGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2025. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Pine Harbor Wealth Management held 12,372 shares of Vanguard ESG US Stock ETF worth $1.39M as of Q1 2026.
Pine Harbor Wealth Management sold 15 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $1.78K.
Vanguard ESG US Stock ETF made up 0.42% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #27 holding.
Pine Harbor Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 7 quarters since.
Pine Harbor Wealth Management's Vanguard ESG US Stock ETF position peaked at $1.5M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.