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Angeles Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Angeles Wealth Management’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
Q3 		– Sell
-17,105
Closed -$908K – 241
2023
Q2 		$908K Hold
17,105
– – 0.12% 75
2023
Q1 		$896K Buy
17,105
+2,550
+18% +$132K 0.13% 76
2022
Q4 		$716K Buy
14,555
+2,250
+18% +$107K 0.13% 90
2022
Q3 		$535K Buy
+12,305
New +$599K 0.11% 92

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Angeles Wealth Management's VSGX Position: Q3 2023 in Review

Angeles Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2023, closing a stake of 17,105 shares — an estimated $908K sold.

Angeles Wealth Management first reported a position in VSGX in Q3 2022 and held it in 4 quarters. The position peaked at $908K in Q2 2023. 276 funds tracked by Wall St. Rank hold VSGX as of Q3 2023.

  • Angeles Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 17,105 Vanguard ESG International Stock ETF shares in Q3 2023, an estimated $908K.
  • Angeles Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q3 2022 and held it in 4 quarters.
  • Angeles Wealth Management's Vanguard ESG International Stock ETF position peaked at $908K in Q2 2023.
  • 276 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2023.

Based on Angeles Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.