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B. Riley Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

B. Riley Wealth Advisors’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
2022
Q1 		– Sell
-7,816
Closed -$485K – 1511
2021
Q4 		$485K Sell
7,816
-178
-2% -$11.1K 0.01% 823
2021
Q3 		$494K Hold
7,994
– – 0.02% 787
2021
Q2 		$513K Buy
7,994
+372
+5% +$23.8K 0.02% 757
2021
Q1 		$468K Buy
+7,622
New +$470K 0.02% 767

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
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
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's VSGX Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2022, closing a stake of 7,816 shares — an estimated $485K sold.

B. Riley Wealth Advisors first reported a position in VSGX in Q1 2021 and held it in 4 quarters. The position peaked at $513K in Q2 2021. 260 funds tracked by Wall St. Rank hold VSGX as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,816 Vanguard ESG International Stock ETF shares in Q1 2022, an estimated $485K.
  • B. Riley Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $513K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.