BWM
Benchmark Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
4,090
| – | – | 0.12% | 64 |
|
|
2025
Q1 | $241K | Hold |
4,090
| – | – | 0.12% | 61 |
|
|
2024
Q4 | $232K | Buy |
4,090
+317
| +8% | +$18K | 0.11% | 48 |
|
|
2024
Q3 | $232K | Sell |
3,773
-98
| -3% | -$6.03K | 0.11% | 50 |
|
|
2024
Q2 | $222K | Buy |
3,871
+109
| +3% | +$6.24K | 0.12% | 47 |
|
|
2024
Q1 | $216K | Hold |
3,762
| – | – | 0.12% | 48 |
|
|
2023
Q4 | $208K | Buy |
+3,762
| New | +$208K | 0.12% | 47 |
|
|
2023
Q2 | – | Sell |
-6,038
| Closed | -$322K | – | 51 |
|
|
2023
Q1 | $322K | Buy |
+6,038
| New | +$322K | 0.21% | 38 |
|