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Consolidated Planning Corp’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-1,005
Closed -$62K – 440
2021
Q3 		$62K Buy
+1,005
New +$64.1K 0.04% 150

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
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Consolidated Planning Corp's VSGX Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2021, closing a stake of 1,005 shares — an estimated $62K sold.

Consolidated Planning Corp first reported a position in VSGX in Q3 2021 and held it in 1 quarter. The position peaked at $62K in Q3 2021. 251 funds tracked by Wall St. Rank hold VSGX as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Vanguard ESG International Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,005 Vanguard ESG International Stock ETF shares in Q4 2021, an estimated $62K.
  • Consolidated Planning Corp first reported a position in Vanguard ESG International Stock ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Vanguard ESG International Stock ETF position peaked at $62K in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.