CT
VSGX icon

Caldwell Trust’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Caldwell Trust’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
Q2 		– Sell
-710
Closed -$43.6K – 754
2021
Q1 		$43.6K Hold
710
– – 0.01% 450
2020
Q4 		$42.1K Hold
710
– – 0.01% 439
2020
Q3 		$36.6K Buy
710
+135
+23% +$6.94K 0.01% 445
2020
Q2 		$27.7K Buy
575
+275
+92% +$12.4K ﹤0.01% 500
2020
Q1 		$12.3K Hold
300
– – ﹤0.01% 606
2019
Q4 		$16K Buy
+300
New +$15.4K ﹤0.01% 620

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LB
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PIC
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Morgan Stanley
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Bank of America
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Royal Bank of Canada
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KIM
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return