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Golden State Equity Partners’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-1,086
Closed -$66.8K – 869
2024
Q3 		$66.8K Buy
+1,086
New +$64.1K 0.04% 343

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DP
Dundas Partners Edinburgh, United Kingdom $1.25B AUM 13.92% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden State Equity Partners's VSGX Position: Q4 2024 in Review

Golden State Equity Partners sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2024, closing a stake of 1,086 shares — an estimated $66.8K sold.

Golden State Equity Partners first reported a position in VSGX in Q3 2024 and held it in 1 quarter. The position peaked at $66.8K in Q3 2024. 357 funds tracked by Wall St. Rank hold VSGX as of Q4 2024.

  • Golden State Equity Partners reported no remaining Vanguard ESG International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 1,086 Vanguard ESG International Stock ETF shares in Q4 2024, an estimated $66.8K.
  • Golden State Equity Partners first reported a position in Vanguard ESG International Stock ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Vanguard ESG International Stock ETF position peaked at $66.8K in Q3 2024.
  • 357 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.