Elmwood Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Elmwood Wealth Management’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 Q1	–	Sell	-2,300	Closed	-$143K	–	323
2021 Q4	$143K	Buy	+2,300	New	+$144K	0.07%	133
2021 Q2	$148K	Hold	2,300	–	–	0.08%	122
2021 Q1	$141K	Buy	+2,300	New	+$142K	0.09%	119
2020 Q3	$111K	Hold	2,300	–	–	0.09%	105
2020 Q2	$111K	Buy	+2,300	New	+$104K	0.09%	105
2019 Q4	–	Sell	-600	Closed	-$30K	–	242
2019 Q3	$30K	Hold	600	–	–	0.03%	125
2019 Q2	$30K	Hold	600	–	–	0.03%	140
2019 Q1	$29K	Hold	600	–	–	0.03%	138
2018 Q4	$27K	Buy	+600	New	+$28.1K	0.03%	144

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

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

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

Elmwood Wealth Management's VSGX Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2022, closing a stake of 2,300 shares — an estimated $143K sold.

Elmwood Wealth Management first reported a position in VSGX in Q4 2018 and held it in 9 quarters. The position peaked at $148K in Q2 2021. 260 funds tracked by Wall St. Rank hold VSGX as of Q1 2022.

Elmwood Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 2,300 Vanguard ESG International Stock ETF shares in Q1 2022, an estimated $143K.
Elmwood Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2018 and held it in 9 quarters.
Elmwood Wealth Management's Vanguard ESG International Stock ETF position peaked at $148K in Q2 2021.
260 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.