Cherrydale Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
6,188
+5
| +0.1% | +$328 | 0.14% | 49 |
|
|
2025
Q1 | $365K | Buy |
6,183
+40
| +0.7% | +$2.36K | 0.14% | 46 |
|
|
2024
Q4 | $348K | Sell |
6,143
-1,336
| -18% | -$75.8K | 0.13% | 48 |
|
|
2024
Q3 | $460K | Buy |
7,479
+48
| +0.6% | +$2.95K | 0.19% | 38 |
|
|
2024
Q2 | $426K | Sell |
7,431
-3,158
| -30% | -$181K | 0.19% | 38 |
|
|
2024
Q1 | $609K | Sell |
10,589
-2,350
| -18% | -$135K | 0.28% | 31 |
|
|
2023
Q4 | $715K | Buy |
12,939
+101
| +0.8% | +$5.58K | 0.37% | 28 |
|
|
2023
Q3 | $648K | Buy |
12,838
+411
| +3% | +$20.7K | 0.39% | 27 |
|
|
2023
Q2 | $660K | Buy |
12,427
+742
| +6% | +$39.4K | 0.46% | 21 |
|
|
2023
Q1 | $612K | Buy |
11,685
+10
| +0.1% | +$524 | 0.46% | 21 |
|
|
2022
Q4 | $574K | Buy |
11,675
+83
| +0.7% | +$4.08K | 0.48% | 18 |
|
|
2022
Q3 | $504K | Buy |
11,592
+6,596
| +132% | +$287K | 0.47% | 19 |
|
|
2022
Q2 | $245K | Sell |
4,996
-3,845
| -43% | -$189K | 0.22% | 27 |
|
|
2022
Q1 | $505K | Buy |
8,841
+93
| +1% | +$5.31K | 0.37% | 24 |
|
|
2021
Q4 | $543K | Buy |
+8,748
| New | +$543K | 0.41% | 23 |
|