Edge Capital Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Edge Capital Group’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 Q4	–	Sell	-5,459	Closed	-$237K	–	411
2022 Q3	$237K	Buy	+5,459	New	+$266K	0.02%	256
2022 Q2	–	Sell	-9,041	Closed	-$517K	–	372
2022 Q1	$517K	Hold	9,041	–	–	0.04%	197
2021 Q4	$561K	Buy	9,041 +1,745	+24%	+$109K	0.04%	188
2021 Q3	$450K	Buy	7,296 +907	+14%	+$57.8K	0.04%	197
2021 Q2	$410K	Buy	6,389 +1,819	+40%	+$116K	0.03%	204
2021 Q1	$280K	Buy	4,570 +946	+26%	+$58.3K	0.02%	230
2020 Q4	$215K	Buy	+3,624	New	+$201K	0.02%	248

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Edge Capital Group's VSGX Position: Q4 2022 in Review

Edge Capital Group sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2022, closing a stake of 5,459 shares — an estimated $237K sold.

Edge Capital Group first reported a position in VSGX in Q4 2020 and held it in 7 quarters. The position peaked at $561K in Q4 2021. 274 funds tracked by Wall St. Rank hold VSGX as of Q4 2022.

Edge Capital Group reported no remaining Vanguard ESG International Stock ETF position as of Q4 2022 after selling out during the quarter.
Edge Capital Group sold 5,459 Vanguard ESG International Stock ETF shares in Q4 2022, an estimated $237K.
Edge Capital Group first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and held it in 7 quarters.
Edge Capital Group's Vanguard ESG International Stock ETF position peaked at $561K in Q4 2021.
274 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.