AF
VSGX icon

Affiance Financial’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-6,869
Closed -$338K – 402
2022
Q4 		$338K Buy
+6,869
New +$326K 0.14% 86

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Affiance Financial's VSGX Position: Q1 2023 in Review

Affiance Financial sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2023, closing a stake of 6,869 shares — an estimated $338K sold.

Affiance Financial first reported a position in VSGX in Q4 2022 and held it in 1 quarter. The position peaked at $338K in Q4 2022. 286 funds tracked by Wall St. Rank hold VSGX as of Q1 2023.

  • Affiance Financial reported no remaining Vanguard ESG International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 6,869 Vanguard ESG International Stock ETF shares in Q1 2023, an estimated $338K.
  • Affiance Financial first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and held it in 1 quarter.
  • Affiance Financial's Vanguard ESG International Stock ETF position peaked at $338K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.