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

Herold 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
2022
Q2 		– Sell
-155
Closed -$8.87K – 666
2022
Q1 		$8.87K Buy
+155
New +$9.1K ﹤0.01% 614
2021
Q4 		– Sell
-155
Closed -$9K – 640
2021
Q3 		$9K Buy
+155
New +$9.89K ﹤0.01% 610

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Herold Advisors's VSGX Position: Q2 2022 in Review

Herold Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2022, closing a stake of 155 shares — an estimated $8.87K sold.

Herold Advisors first reported a position in VSGX in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 254 funds tracked by Wall St. Rank hold VSGX as of Q2 2022.

  • Herold Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 155 Vanguard ESG International Stock ETF shares in Q2 2022, an estimated $8.87K.
  • Herold Advisors first reported a position in Vanguard ESG International Stock ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Vanguard ESG International Stock ETF position peaked at $9K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.