Goldstein Munger & Associates’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Goldstein Munger & Associates’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 Q3	–	Sell	-4,535	Closed	-$222K	–	34
2022 Q2	$222K	Sell	4,535 -711	-14%	-$37.5K	0.07%	32
2022 Q1	$300K	Hold	5,246	–	–	0.08%	32
2021 Q4	$325K	Buy	5,246 +393	+8%	+$24.6K	0.08%	29
2021 Q3	$300K	Buy	4,853 +634	+15%	+$40.4K	0.08%	30
2021 Q2	$271K	Sell	4,219 -16	-0.4%	-$1.02K	0.07%	31
2021 Q1	$260K	Hold	4,235	–	–	0.07%	32
2020 Q4	$251K	Buy	4,235 +11	+0.3%	+$610	0.07%	37
2020 Q3	$218K	Buy	+4,224	New	+$217K	0.07%	37

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Goldstein Munger & Associates's VSGX Position: Q3 2022 in Review

Goldstein Munger & Associates sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2022, closing a stake of 4,535 shares — an estimated $222K sold.

Goldstein Munger & Associates first reported a position in VSGX in Q3 2020 and held it in 8 quarters. The position peaked at $325K in Q4 2021. 240 funds tracked by Wall St. Rank hold VSGX as of Q3 2022.

Goldstein Munger & Associates reported no remaining Vanguard ESG International Stock ETF position as of Q3 2022 after selling out during the quarter.
Goldstein Munger & Associates sold 4,535 Vanguard ESG International Stock ETF shares in Q3 2022, an estimated $222K.
Goldstein Munger & Associates first reported a position in Vanguard ESG International Stock ETF in Q3 2020 and held it in 8 quarters.
Goldstein Munger & Associates's Vanguard ESG International Stock ETF position peaked at $325K in Q4 2021.
240 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.