Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,075
| Closed | -$501K | – | 243 |
|
|
2021
Q4 | $501K | Sell |
8,075
-3,019
| -27% | -$187K | 0.2% | 41 |
|
|
2021
Q3 | $685K | Sell |
11,094
-114
| -1% | -$7.04K | 0.31% | 37 |
|
|
2021
Q2 | $719K | Buy |
11,208
+1,044
| +10% | +$67K | 0.35% | 37 |
|
|
2021
Q1 | $624K | Buy |
10,164
+1,595
| +19% | +$97.9K | 0.36% | 34 |
|
|
2020
Q4 | $508K | Buy |
+8,569
| New | +$508K | 0.32% | 35 |
|