PDS Planning »

Vanguard Esg U.s. Stock Etf etf shares owned by PDS Planning

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf etf held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by PDS Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $400k 4.3k 93.19
2023-12-31 $602k 7.1k 85.06
2023-09-30 $305k 4.0k 75.22
2023-06-30 $317k 4.0k 78.35
2023-03-31 $282k 3.9k 71.71
2022-12-31 $259k 3.9k 65.85
2022-09-30 $237k 3.8k 62.91

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abbvie (ABBV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for PDS Planning

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Visa Foundation
Creative Planning
Wealthfront Advisers
Leo Wealth
Verde Capital Management
Bank of America Corporation
Royal Bank of Canada
Platt Investment Counsel
Betterment
Baird Financial
Facet Wealth
Crewe Advisors
UBS Group
Retirement Capital Strategies

View all funds holding Vanguard Esg U.s. Stock Etf etf