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Burt Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Burt 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
2021
Q1 		– Sell
-116
Closed -$7K – 361
2020
Q4 		$7K Hold
116
– – ﹤0.01% 300
2020
Q3 		$6K Buy
+116
New +$5.96K ﹤0.01% 306

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
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Burt Wealth Advisors's VSGX Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2021, closing a stake of 116 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in VSGX in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 184 funds tracked by Wall St. Rank hold VSGX as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 116 Vanguard ESG International Stock ETF shares in Q1 2021, an estimated $7K.
  • Burt Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $7K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.