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Carmel Capital Partners’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-370
Closed -$18.7K – 686
2023
Q3 		$18.7K Hold
370
– – 0.01% 357
2023
Q2 		$19.7K Hold
370
– – 0.01% 254
2023
Q1 		$19.4K Buy
+370
New +$19.2K 0.01% 293

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

Carmel Capital Partners's VSGX Position: Q4 2023 in Review

Carmel Capital Partners sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2023, closing a stake of 370 shares — an estimated $18.7K sold.

Carmel Capital Partners first reported a position in VSGX in Q1 2023 and held it in 3 quarters. The position peaked at $19.7K in Q2 2023. 312 funds tracked by Wall St. Rank hold VSGX as of Q4 2023.

  • Carmel Capital Partners reported no remaining Vanguard ESG International Stock ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 370 Vanguard ESG International Stock ETF shares in Q4 2023, an estimated $18.7K.
  • Carmel Capital Partners first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's Vanguard ESG International Stock ETF position peaked at $19.7K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.