Elmwood Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$143K | – | 323 |
|
|
2021
Q4 | $143K | Buy |
+2,300
| New | +$143K | 0.07% | 133 |
|
|
2021
Q2 | $148K | Hold |
2,300
| – | – | 0.08% | 122 |
|
|
2021
Q1 | $141K | Buy |
+2,300
| New | +$141K | 0.09% | 119 |
|
|
2020
Q3 | $111K | Hold |
2,300
| – | – | 0.09% | 105 |
|
|
2020
Q2 | $111K | Buy |
+2,300
| New | +$111K | 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 | +$27K | 0.03% | 144 |
|