Balanced Rock Investment Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
47,413
-1,887
| -4% | -$124K | 2.44% | 11 |
|
|
2025
Q1 | $2.91M | Sell |
49,300
-3,300
| -6% | -$195K | 2.32% | 14 |
|
|
2024
Q4 | $2.98M | Sell |
52,600
-3,823
| -7% | -$217K | 2.36% | 13 |
|
|
2024
Q3 | $3.47M | Sell |
56,423
-1,298
| -2% | -$79.8K | 2.72% | 11 |
|
|
2024
Q2 | $3.31M | Sell |
57,721
-209
| -0.4% | -$12K | 2.78% | 11 |
|
|
2024
Q1 | $3.33M | Sell |
57,930
-1,552
| -3% | -$89.2K | 2.84% | 10 |
|
|
2023
Q4 | $3.29M | Buy |
+59,482
| New | +$3.29M | 2.92% | 9 |
|