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Financial Advocates Investment Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-6,695
Closed -$291K – 877
2022
Q3 		$291K Hold
6,695
– – 0.02% 553
2022
Q2 		$328K Buy
+6,695
New +$353K 0.03% 488

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Financial Advocates Investment Management's VSGX Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2022, closing a stake of 6,695 shares — an estimated $291K sold.

Financial Advocates Investment Management first reported a position in VSGX in Q2 2022 and held it in 2 quarters. The position peaked at $328K in Q2 2022. 275 funds tracked by Wall St. Rank hold VSGX as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Vanguard ESG International Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,695 Vanguard ESG International Stock ETF shares in Q4 2022, an estimated $291K.
  • Financial Advocates Investment Management first reported a position in Vanguard ESG International Stock ETF in Q2 2022 and held it in 2 quarters.
  • Financial Advocates Investment Management's Vanguard ESG International Stock ETF position peaked at $328K in Q2 2022.
  • 275 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.