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Harborview Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Harborview Advisors’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
2020
Q2 		– Sell
-12,929
Closed -$532K – 89
2020
Q1 		$532K Buy
12,929
+2,361
+22% +$116K 0.53% 42
2019
Q4 		$565K Sell
10,568
-42
-0.4% -$2.16K 0.43% 42
2019
Q3 		$523K Buy
10,610
+3,255
+44% +$160K 0.42% 42
2019
Q2 		$367K Buy
7,355
+3,139
+74% +$155K 0.3% 53
2019
Q1 		$206K Buy
+4,216
New +$202K 0.18% 73

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Harborview Advisors's VSGX Position: Q2 2020 in Review

Harborview Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2020, closing a stake of 12,929 shares — an estimated $532K sold.

Harborview Advisors first reported a position in VSGX in Q1 2019 and held it in 5 quarters. The position peaked at $565K in Q4 2019. 112 funds tracked by Wall St. Rank hold VSGX as of Q2 2020.

  • Harborview Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2020 after selling out during the quarter.
  • Harborview Advisors sold 12,929 Vanguard ESG International Stock ETF shares in Q2 2020, an estimated $532K.
  • Harborview Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2019 and held it in 5 quarters.
  • Harborview Advisors's Vanguard ESG International Stock ETF position peaked at $565K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2020.

Based on Harborview Advisors's 13F filing for Q2 2020, filed 3 Aug 2020.