BBJS Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

BBJS Financial 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
2024 Q3	$234K	Buy	3,801 +24	+0.6%	+$1.42K	0.08%	46
2024 Q2	$216K	Sell	3,777 -831	-18%	-$47.5K	0.08%	46
2024 Q1	$265K	Buy	4,608 +25	+0.5%	+$1.39K	0.09%	44
2023 Q4	$253K	Buy	4,583 +46	+1%	+$2.38K	0.09%	44
2023 Q3	$229K	Buy	4,537 +20	+0.4%	+$1.05K	0.09%	49
2023 Q2	$240K	Buy	4,517 +55	+1%	+$2.91K	0.1%	47
2023 Q1	$234K	Sell	4,462 -216	-5%	-$11.2K	0.1%	50
2022 Q4	$230K	Buy	+4,678	New	+$222K	0.1%	55

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FWI

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

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

BBJS Financial Advisors's VSGX Position: Q3 2024 in Review

BBJS Financial Advisors increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.64% in Q3 2024, buying an estimated $1.42K and bringing the position to 3,801 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #46.

BBJS Financial Advisors first reported a position in VSGX in Q4 2022 and has held it in 8 quarters since. The position peaked at $265K in Q1 2024. 347 funds tracked by Wall St. Rank hold VSGX as of Q3 2024.

BBJS Financial Advisors held 3,801 shares of Vanguard ESG International Stock ETF worth $234K as of Q3 2024.
BBJS Financial Advisors bought 24 Vanguard ESG International Stock ETF shares in Q3 2024, an estimated $1.42K.
Vanguard ESG International Stock ETF made up 0.08% of BBJS Financial Advisors's portfolio in Q3 2024, its #46 holding.
BBJS Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Vanguard ESG International Stock ETF position peaked at $265K in Q1 2024.
347 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.