EWM
Empirical Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
75,283
+2,749
| +4% | +$180K | 0.11% | 133 |
|
|
2025
Q1 | $4.28M | Buy |
72,534
+78
| +0.1% | +$4.6K | 0.11% | 135 |
|
|
2024
Q4 | $4.11M | Sell |
72,456
-4,231
| -6% | -$240K | 0.11% | 126 |
|
|
2024
Q3 | $4.72M | Sell |
76,687
-5,045
| -6% | -$310K | 0.13% | 118 |
|
|
2024
Q2 | $4.68M | Sell |
81,732
-3,438
| -4% | -$197K | 0.14% | 115 |
|
|
2024
Q1 | $4.89M | Buy |
85,170
+538
| +0.6% | +$30.9K | 0.15% | 110 |
|
|
2023
Q4 | $4.68M | Buy |
84,632
+6,788
| +9% | +$375K | 0.16% | 109 |
|
|
2023
Q3 | $3.93M | Buy |
77,844
+13,102
| +20% | +$661K | 0.15% | 108 |
|
|
2023
Q2 | $3.44M | Sell |
64,742
-196
| -0.3% | -$10.4K | 0.14% | 116 |
|
|
2023
Q1 | $3.4M | Buy |
64,938
+347
| +0.5% | +$18.2K | 0.15% | 107 |
|
|
2022
Q4 | $3.18M | Buy |
64,591
+9,973
| +18% | +$491K | 0.15% | 107 |
|
|
2022
Q3 | $2.37M | Sell |
54,618
-24,115
| -31% | -$1.05M | 0.12% | 115 |
|
|
2022
Q2 | $3.86M | Sell |
78,733
-839
| -1% | -$41.1K | 0.2% | 86 |
|
|
2022
Q1 | $4.55M | Buy |
79,572
+9,410
| +13% | +$538K | 0.23% | 74 |
|
|
2021
Q4 | $4.35M | Buy |
70,162
+11,585
| +20% | +$718K | 0.22% | 79 |
|
|
2021
Q3 | $3.62M | Buy |
58,577
+16,755
| +40% | +$1.03M | 0.21% | 80 |
|
|
2021
Q2 | $2.68M | Buy |
41,822
+1,869
| +5% | +$120K | 0.16% | 90 |
|
|
2021
Q1 | $2.45M | Buy |
39,953
+28,762
| +257% | +$1.77M | 0.2% | 82 |
|
|
2020
Q4 | $663K | Buy |
11,191
+1,655
| +17% | +$98K | 0.05% | 202 |
|
|
2020
Q3 | $492K | Sell |
9,536
-458
| -5% | -$23.6K | 0.04% | 220 |
|
|
2020
Q2 | $481K | Sell |
9,994
-9,480
| -49% | -$456K | 0.04% | 214 |
|
|
2020
Q1 | $801K | Buy |
19,474
+13,472
| +224% | +$554K | 0.09% | 129 |
|
|
2019
Q4 | $321K | Sell |
6,002
-310
| -5% | -$16.6K | 0.04% | 245 |
|
|
2019
Q3 | $311K | Buy |
6,312
+1,005
| +19% | +$49.5K | 0.04% | 225 |
|
|
2019
Q2 | $265K | Hold |
5,307
| – | – | 0.03% | 215 |
|
|
2019
Q1 | $259K | Buy |
+5,307
| New | +$259K | 0.04% | 198 |
|