FSWA
Financial Synergies Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-323
| Closed | -$18.6K | – | 467 |
|
|
2024
Q1 | $18.6K | Buy |
323
+96
| +42% | +$5.53K | ﹤0.01% | 205 |
|
|
2023
Q4 | $11.2K | Sell |
227
-57
| -20% | -$2.81K | ﹤0.01% | 180 |
|
|
2023
Q3 | $14.3K | Buy |
284
+18
| +7% | +$909 | ﹤0.01% | 206 |
|
|
2023
Q2 | $14.1K | Buy |
266
+22
| +9% | +$1.17K | ﹤0.01% | 202 |
|
|
2023
Q1 | $12.8K | Buy |
244
+17
| +7% | +$888 | ﹤0.01% | 218 |
|
|
2022
Q4 | $11.2K | Buy |
227
+31
| +16% | +$1.53K | ﹤0.01% | 180 |
|
|
2022
Q3 | $8.5K | Buy |
196
+23
| +13% | +$997 | ﹤0.01% | 172 |
|
|
2022
Q2 | $8.49K | Buy |
+173
| New | +$8.49K | ﹤0.01% | 176 |
|