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Braun-Bostich & Associates’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Braun-Bostich & Associates’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
2020
Q3 		– Sell
-55
Closed -$3K – 340
2020
Q2 		$3K Hold
55
– – ﹤0.01% 290
2020
Q1 		$2K Sell
55
-20
-27% -$985 ﹤0.01% 282
2019
Q4 		$4K Buy
+75
New +$3.86K ﹤0.01% 289
2019
Q3 		– Sell
-20
Closed -$1K – 298
2019
Q2 		$1K Buy
+20
New +$988 ﹤0.01% 315

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Braun-Bostich & Associates's VSGX Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2020, closing a stake of 55 shares — an estimated $3K sold.

Braun-Bostich & Associates first reported a position in VSGX in Q2 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 131 funds tracked by Wall St. Rank hold VSGX as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Vanguard ESG International Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 55 Vanguard ESG International Stock ETF shares in Q3 2020, an estimated $3K.
  • Braun-Bostich & Associates first reported a position in Vanguard ESG International Stock ETF in Q2 2019 and held it in 4 quarters.
  • Braun-Bostich & Associates's Vanguard ESG International Stock ETF position peaked at $4K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.