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Roxbury Financial’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Roxbury 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
2025
Q1 		– Sell
-30
Closed -$3.29K – 374
2024
Q4 		$3.29K Buy
+30
New +$3.15K ﹤0.01% 344

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
SG
Stanich Group Montauk, New York $159M AUM 24.04% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Roxbury Financial's ESGV Position: Q1 2025 in Review

Roxbury Financial sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2025, closing a stake of 30 shares — an estimated $3.29K sold.

Roxbury Financial first reported a position in ESGV in Q4 2024 and held it in 1 quarter. The position peaked at $3.29K in Q4 2024. 587 funds tracked by Wall St. Rank hold ESGV as of Q1 2025.

  • Roxbury Financial reported no remaining Vanguard ESG US Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 30 Vanguard ESG US Stock ETF shares in Q1 2025, an estimated $3.29K.
  • Roxbury Financial first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's Vanguard ESG US Stock ETF position peaked at $3.29K in Q4 2024.
  • 587 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.