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Vanguard Esg U.s. Stock Etf etf shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services 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 Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $479k 4.7k 101.63
2024-06-30 $451k 4.7k 96.62
2024-03-31 $410k 4.4k 93.19
2023-12-31 $248k 2.9k 85.06
2021-12-31 $67k 768 87.24

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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

Vanguard Group
Visa Foundation
Creative Planning
Wealthfront Advisers
Morgan Stanley
Leo Wealth
Verde Capital Management
IMPACTfolio
Bank of America Corporation
Angeles Investment
Royal Bank of Canada
Platt Investment Counsel
Partners Capital Investment Group
Facet Wealth
Crewe Advisors

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