Clear Perspectives Financial Planning’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q1	–	Sell	-8,075	Closed	-$501K	–	243
2021 Q4	$501K	Sell	8,075 -3,019	-27%	-$189K	0.2%	41
2021 Q3	$685K	Sell	11,094 -114	-1%	-$7.27K	0.31%	37
2021 Q2	$719K	Buy	11,208 +1,044	+10%	+$66.7K	0.35%	37
2021 Q1	$624K	Buy	10,164 +1,595	+19%	+$98.3K	0.36%	34
2020 Q4	$508K	Buy	+8,569	New	+$475K	0.32%	35

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clear Perspectives Financial Planning's VSGX Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2022, closing a stake of 8,075 shares — an estimated $501K sold.

Clear Perspectives Financial Planning first reported a position in VSGX in Q4 2020 and held it in 5 quarters. The position peaked at $719K in Q2 2021. 260 funds tracked by Wall St. Rank hold VSGX as of Q1 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard ESG International Stock ETF position as of Q1 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 8,075 Vanguard ESG International Stock ETF shares in Q1 2022, an estimated $501K.
Clear Perspectives Financial Planning first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and held it in 5 quarters.
Clear Perspectives Financial Planning's Vanguard ESG International Stock ETF position peaked at $719K in Q2 2021.
260 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.