Wells Financial Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Wells Financial Advisors’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	–	Sell	-400	Closed	-$48.4K	–	58
2025 Q4	$48.4K	Hold	400	–	–	0.09%	54
2025 Q3	$47.4K	Hold	400	–	–	0.06%	56
2025 Q2	$43.9K	Hold	400	–	–	0.06%	58
2025 Q1	$39.2K	Hold	400	–	–	0.05%	60
2024 Q4	$42K	Hold	400	–	–	0.06%	62
2024 Q3	$40.7K	Hold	400	–	–	0.05%	60
2024 Q2	$38.6K	Hold	400	–	–	0.03%	68
2024 Q1	$37.3K	Hold	400	–	–	0.03%	57
2023 Q4	$34K	Hold	400	–	–	0.02%	55
2023 Q3	$30.1K	Hold	400	–	–	0.02%	56
2023 Q2	$31.3K	Sell	400 -264	-40%	-$19.4K	0.02%	56
2023 Q1	$47.6K	Buy	664 +400	+152%	+$27.9K	0.04%	52
2022 Q4	$17.4K	Sell	264 -305	-54%	-$20.3K	0.01%	57
2022 Q3	$36K	Sell	569 -145	-20%	-$10.2K	0.03%	54
2022 Q2	$47K	Buy	714 +73	+11%	+$5.27K	0.04%	45
2022 Q1	$52K	Buy	641 +230	+56%	+$18.5K	0.04%	44
2021 Q4	$36K	Sell	411 -157	-28%	-$13.4K	0.03%	53
2021 Q3	$45K	Hold	568	–	–	0.04%	49
2021 Q2	$45K	Buy	568 +150	+36%	+$11.6K	0.04%	50
2021 Q1	$31K	Hold	418	–	–	0.03%	53
2020 Q4	$29K	Buy	+418	New	+$27.6K	0.02%	51

Other funds holding ESGV

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

VCM

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

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

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

Wells Financial Advisors's ESGV Position: Q1 2026 in Review

Wells Financial Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q1 2026, closing a stake of 400 shares — an estimated $48.4K sold.

Wells Financial Advisors first reported a position in ESGV in Q4 2020 and held it in 21 quarters. The position peaked at $52K in Q1 2022. 675 funds tracked by Wall St. Rank hold ESGV as of Q1 2026.

Wells Financial Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q1 2026 after selling out during the quarter.
Wells Financial Advisors sold 400 Vanguard ESG US Stock ETF shares in Q1 2026, an estimated $48.4K.
Wells Financial Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2020 and held it in 21 quarters.
Wells Financial Advisors's Vanguard ESG US Stock ETF position peaked at $52K in Q1 2022.
675 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.