Elwood & Goetz Wealth Advisory Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $391K | Sell |
5,969
-2,073
| -26% | -$136K | 0.08% | 70 |
|
2025
Q1 | $474K | Buy |
8,042
+2,166
| +37% | +$128K | 0.12% | 55 |
|
2024
Q4 | $333K | Buy |
5,876
+2,047
| +53% | +$116K | 0.08% | 70 |
|
2024
Q3 | $236K | Buy |
3,829
+130
| +4% | +$8K | 0.06% | 94 |
|
2024
Q2 | $212K | Hold |
3,699
| – | – | 0.06% | 79 |
|
2024
Q1 | $213K | Hold |
3,699
| – | – | 0.05% | 83 |
|
2023
Q4 | $204K | Buy |
+3,699
| New | +$204K | 0.04% | 80 |
|
2023
Q2 | – | Sell |
-3,949
| Closed | -$207K | – | 70 |
|
2023
Q1 | $207K | Sell |
3,949
-257
| -6% | -$13.5K | 0.05% | 63 |
|
2022
Q4 | $207K | Buy |
+4,206
| New | +$207K | 0.06% | 64 |
|
2022
Q1 | – | Sell |
-4,529
| Closed | -$281K | – | 68 |
|
2021
Q4 | $281K | Buy |
+4,529
| New | +$281K | 0.09% | 51 |
|