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Creative Financial Designs’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Creative Financial Designs’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
2024
Q4 		– Sell
-18
Closed -$1.11K – 1850
2024
Q3 		$1.11K Buy
+18
New +$1.06K ﹤0.01% 1575
2019
Q4 		– Sell
-50
Closed -$2.57K – 642
2019
Q3 		$2K Hold
50
– – ﹤0.01% 571
2019
Q2 		$3K Hold
50
– – ﹤0.01% 499
2019
Q1 		$2K Hold
50
– – ﹤0.01% 514
2018
Q4 		$2K Hold
50
– – ﹤0.01% 533
2018
Q3 		$3K Buy
+50
New +$2.55K ﹤0.01% 622

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
DP
Dundas Partners Edinburgh, United Kingdom $1.25B AUM 13.92% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Financial Designs's VSGX Position: Q4 2024 in Review

Creative Financial Designs sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2024, closing a stake of 18 shares — an estimated $1.11K sold.

Creative Financial Designs first reported a position in VSGX in Q3 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2019. 357 funds tracked by Wall St. Rank hold VSGX as of Q4 2024.

  • Creative Financial Designs reported no remaining Vanguard ESG International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 18 Vanguard ESG International Stock ETF shares in Q4 2024, an estimated $1.11K.
  • Creative Financial Designs first reported a position in Vanguard ESG International Stock ETF in Q3 2018 and held it in 6 quarters.
  • Creative Financial Designs's Vanguard ESG International Stock ETF position peaked at $3K in Q2 2019.
  • 357 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.