Everhart Financial Group »

Vanguard Esg U.s. Stock Etf etf shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in Vanguard Esg U.s. Stock Etf etf

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All positions including Vanguard Esg U.s. Stock Etf etf held by Everhart Financial Group 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 2.6k 85.06
2023-06-30 $203k 2.6k 78.35
2022-03-31 $212k 2.6k 81.04
2021-12-31 $239k 2.7k 87.80
2021-09-30 $218k 2.7k 80.09
2021-06-30 $218k 2.7k 80.09
2021-03-31 $201k 2.7k 73.76

More positions owned by Everhart Financial Group

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
JPMorgan Chase & Co. (JPM)

View all positions for Everhart Financial Group

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

Vanguard Group
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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
Financial Network Wealth Management
Retirement Capital Strategies

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