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Freestone Capital Holdings’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-83
Closed -$4.92K – 1114
2020
Q4 		$4.92K Buy
+83
New +$4.6K ﹤0.01% 1000

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
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Freestone Capital Holdings's VSGX Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2021, closing a stake of 83 shares — an estimated $4.92K sold.

Freestone Capital Holdings first reported a position in VSGX in Q4 2020 and held it in 1 quarter. The position peaked at $4.92K in Q4 2020. 184 funds tracked by Wall St. Rank hold VSGX as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Vanguard ESG International Stock ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 83 Vanguard ESG International Stock ETF shares in Q1 2021, an estimated $4.92K.
  • Freestone Capital Holdings first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's Vanguard ESG International Stock ETF position peaked at $4.92K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.