Towerpoint Wealth
ESGV icon

Towerpoint Wealth’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Towerpoint Wealth’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
Q3 		$1.69M Sell
12,475
-111
-0.9% -$14.9K 0.59% 36
2026
Q2 		$1.66M Buy
12,586
+43
+0.3% +$5.48K 0.58% 34
2026
Q1 		$1.41M Sell
12,543
-59
-0.5% -$7.01K 0.57% 34
2025
Q4 		$1.52M Buy
12,602
+6,221
+97% +$746K 0.6% 34
2025
Q3 		$756K Buy
6,381
+742
+13% +$84.5K 0.31% 51
2025
Q2 		$618K Buy
5,639
+122
+2% +$12.3K 0.27% 51
2025
Q1 		$540K Buy
5,517
+2,378
+76% +$249K 0.27% 48
2024
Q4 		$329K Buy
3,139
+760
+32% +$79.7K 0.16% 60
2024
Q3 		$242K Sell
2,379
-195
-8% -$19.1K 0.11% 75
2024
Q2 		$249K Buy
2,574
+5
+0.2% +$463 0.12% 70
2024
Q1 		$239K Sell
2,569
-474
-16% -$42.1K 0.12% 69
2023
Q4 		$259K Buy
3,043
+7
+0.2% +$552 0.14% 67
2023
Q3 		$228K Buy
+3,036
New +$238K 0.14% 70

Other funds holding ESGV

Visa Foundation
Visa Foundation San Francisco, California $154M AUM 14.17% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

Towerpoint Wealth's ESGV Position: Q3 2026 in Review

Towerpoint Wealth reduced its Vanguard ESG US Stock ETF (ESGV) stake by 0.88% in Q3 2026, selling an estimated $14.9K and leaving 12,475 shares worth $1.69M. The position accounts for 0.59% of the portfolio, ranked #36.

Towerpoint Wealth first reported a position in ESGV in Q3 2023 and has held it in 13 quarters since. 319 funds tracked by Wall St. Rank hold ESGV as of Q3 2026.

  • Towerpoint Wealth held 12,475 shares of Vanguard ESG US Stock ETF worth $1.69M as of Q3 2026.
  • Towerpoint Wealth sold 111 Vanguard ESG US Stock ETF shares in Q3 2026, an estimated $14.9K.
  • Vanguard ESG US Stock ETF made up 0.59% of Towerpoint Wealth's portfolio in Q3 2026, its #36 holding.
  • Towerpoint Wealth first reported a position in Vanguard ESG US Stock ETF in Q3 2023 and has held it in 13 quarters since.
  • 319 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.