EP Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Hold |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $112K | Sell |
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|
2024
Q1 | $116K | Sell |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $926K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $921K | Hold |
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|
2020
Q4 | $889K | Hold |
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|
2020
Q3 | $774K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.23M | Buy |
|