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 Q2	$1.6M	Sell	12,062 -310	-3%	-$39.5K	0.43%	28
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

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

Pine Harbor Wealth Management's ESGV Position: Q2 2026 in Review

Pine Harbor Wealth Management reduced its Vanguard ESG US Stock ETF (ESGV) stake by 2.5% in Q2 2026, selling an estimated $39.5K and leaving 12,062 shares worth $1.6M. The position accounts for 0.43% of the portfolio, ranked #28.

Pine Harbor Wealth Management first reported a position in ESGV in Q3 2024 and has held it in 8 quarters since. 716 funds tracked by Wall St. Rank hold ESGV as of Q2 2026.

Pine Harbor Wealth Management held 12,062 shares of Vanguard ESG US Stock ETF worth $1.6M as of Q2 2026.
Pine Harbor Wealth Management sold 310 Vanguard ESG US Stock ETF shares in Q2 2026, an estimated $39.5K.
Vanguard ESG US Stock ETF made up 0.43% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #28 holding.
Pine Harbor Wealth Management first reported a position in Vanguard ESG US Stock ETF in Q3 2024 and has held it in 8 quarters since.
716 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.