Transce3nd’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Transce3nd’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 Q3	–	Sell	-303	Closed	-$33.2K	–	453
2025 Q2	$33.2K	Buy	+303	New	+$30.5K	0.01%	364
2025 Q1	–	Sell	-28	Closed	-$2.94K	–	1312
2024 Q4	$2.94K	Buy	+28	New	+$2.94K	﹤0.01%	1043

Other funds holding ESGV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Verde Capital Management Clarkston, Michigan $468M AUM 17.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Transce3nd's ESGV Position: Q3 2025 in Review

Transce3nd sold out of Vanguard ESG US Stock ETF (ESGV) in Q3 2025, closing a stake of 303 shares — an estimated $33.2K sold.

Transce3nd first reported a position in ESGV in Q4 2024 and held it in 2 quarters. The position peaked at $33.2K in Q2 2025. 640 funds tracked by Wall St. Rank hold ESGV as of Q3 2025.

Transce3nd reported no remaining Vanguard ESG US Stock ETF position as of Q3 2025 after selling out during the quarter.
Transce3nd sold 303 Vanguard ESG US Stock ETF shares in Q3 2025, an estimated $33.2K.
Transce3nd first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 2 quarters.
Transce3nd's Vanguard ESG US Stock ETF position peaked at $33.2K in Q2 2025.
640 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.