Acorn Financial Advisory Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Acorn Financial Advisory Services’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,894	Closed	-$381K	–	257
2023 Q4	$381K	Buy	6,894 +2,071	+43%	+$107K	0.07%	175
2023 Q3	$243K	Hold	4,823	–	–	0.04%	214
2023 Q2	$256K	Hold	4,823	–	–	0.05%	212
2023 Q1	$253K	Sell	4,823 -218	-4%	-$11.3K	0.05%	195
2022 Q4	$248K	Hold	5,041	–	–	0.05%	187
2022 Q3	$219K	Hold	5,041	–	–	0.05%	195
2022 Q2	$247K	Buy	5,041 +68	+1%	+$3.59K	0.06%	184
2022 Q1	$284K	Buy	4,973 +1,439	+41%	+$84.5K	0.06%	190
2021 Q4	$219K	Hold	3,534	–	–	0.04%	203
2021 Q3	$218K	Buy	+3,534	New	+$225K	0.07%	207

Other funds holding VSGX

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LWL

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Acorn Financial Advisory Services's VSGX Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2024, closing a stake of 6,894 shares — an estimated $381K sold.

Acorn Financial Advisory Services first reported a position in VSGX in Q3 2021 and held it in 10 quarters. The position peaked at $381K in Q4 2023. 315 funds tracked by Wall St. Rank hold VSGX as of Q1 2024.

Acorn Financial Advisory Services reported no remaining Vanguard ESG International Stock ETF position as of Q1 2024 after selling out during the quarter.
Acorn Financial Advisory Services sold 6,894 Vanguard ESG International Stock ETF shares in Q1 2024, an estimated $381K.
Acorn Financial Advisory Services first reported a position in Vanguard ESG International Stock ETF in Q3 2021 and held it in 10 quarters.
Acorn Financial Advisory Services's Vanguard ESG International Stock ETF position peaked at $381K in Q4 2023.
315 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.