CJM Wealth Advisers’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 | $413K | Buy |
6,305
+2,349
| +59% | +$154K | 0.14% | 48 |
|
|
2025
Q1 | $233K | Sell |
3,956
-599
| -13% | -$35.3K | 0.08% | 61 |
|
|
2024
Q4 | $258K | Hold |
4,555
| – | – | 0.09% | 59 |
|
|
2024
Q3 | $280K | Hold |
4,555
| – | – | 0.1% | 55 |
|
|
2024
Q2 | $261K | Hold |
4,555
| – | – | 0.1% | 53 |
|
|
2024
Q1 | $262K | Hold |
4,555
| – | – | 0.1% | 55 |
|
|
2023
Q4 | $252K | Hold |
4,555
| – | – | 0.11% | 50 |
|
|
2023
Q3 | $230K | Sell |
4,555
-818
| -15% | -$41.3K | 0.11% | 50 |
|
|
2023
Q2 | $285K | Buy |
5,373
+1,418
| +36% | +$75.3K | 0.14% | 45 |
|
|
2023
Q1 | $207K | Buy |
+3,955
| New | +$207K | 0.12% | 56 |
|
|
2022
Q3 | – | Sell |
-4,375
| Closed | -$215K | – | 55 |
|
|
2022
Q2 | $215K | Buy |
4,375
+57
| +1% | +$2.8K | 0.15% | 50 |
|
|
2022
Q1 | $247K | Hold |
4,318
| – | – | 0.17% | 48 |
|
|
2021
Q4 | $268K | Buy |
+4,318
| New | +$268K | 0.19% | 48 |
|