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Diversify Advisory Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Diversify Advisory Services’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
-4,301
Closed -$258K – 691
2024
Q3 		$258K Buy
4,301
+472
+12% +$27.8K 0.01% 535
2024
Q2 		$223K Buy
+3,829
New +$219K 0.01% 578

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

Diversify Advisory Services's VSGX Position: Q4 2024 in Review

Diversify Advisory Services sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2024, closing a stake of 4,301 shares — an estimated $258K sold.

Diversify Advisory Services first reported a position in VSGX in Q2 2024 and held it in 2 quarters. The position peaked at $258K in Q3 2024. 357 funds tracked by Wall St. Rank hold VSGX as of Q4 2024.

  • Diversify Advisory Services reported no remaining Vanguard ESG International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 4,301 Vanguard ESG International Stock ETF shares in Q4 2024, an estimated $258K.
  • Diversify Advisory Services first reported a position in Vanguard ESG International Stock ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Vanguard ESG International Stock ETF position peaked at $258K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.