Raymond James Financial
ESGV icon

Raymond James Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Raymond James Financial’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 		$74.6M Buy
664,581
+2,995
+0.5% +$356K 0.02% 641
2025
Q4 		$80M Buy
661,586
+59,058
+10% +$7.08M 0.02% 601
2025
Q3 		$71.4M Sell
602,528
-14,366
-2% -$1.64M 0.02% 620
2025
Q2 		$67.6M Buy
616,894
+111,318
+22% +$11.2M 0.02% 611
2025
Q1 		$49.5M Buy
505,576
+1,060
+0.2% +$111K 0.02% 727
2024
Q4 		$52.9M Buy
+504,516
New +$52.9M 0.02% 691

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Morgan Stanley
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Creative Planning
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VF
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LWL
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VCM
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG
Stanich Group Montauk, New York $131M AUM 16.19% 1-Year Est. Return