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JP Morgan Private Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$1.41M Sell
27,992
-6,964
-20% -$367K ﹤0.01% 864
2023
Q2 		$1.86M Sell
34,956
-8,164
-19% -$433K 0.01% 588
2023
Q1 		$2.26M Buy
43,120
+18,769
+77% +$975K ﹤0.01% 836
2022
Q4 		$1.2M Buy
24,351
+3,222
+15% +$153K ﹤0.01% 1064
2022
Q3 		$918K Buy
21,129
+917
+5% +$44.6K ﹤0.01% 1175
2022
Q2 		$991K Sell
20,212
-10,284
-34% -$542K ﹤0.01% 1152
2022
Q1 		$1.74M Buy
30,496
+3,936
+15% +$231K ﹤0.01% 961
2021
Q4 		$1.65M Sell
26,560
-722
-3% -$45.2K ﹤0.01% 997
2021
Q3 		$1.68M Sell
27,282
-186
-0.7% -$11.9K ﹤0.01% 965
2021
Q2 		$1.76M Sell
27,468
-2,374
-8% -$152K ﹤0.01% 930
2021
Q1 		$1.83M Buy
29,842
+7,733
+35% +$476K 0.01% 802
2020
Q4 		$1.31M Buy
22,109
+9,457
+75% +$524K ﹤0.01% 897
2020
Q3 		$653K Buy
12,652
+729
+6% +$37.5K ﹤0.01% 1051
2020
Q2 		$573K Buy
+11,923
New +$539K ﹤0.01% 1025
2020
Q1 		– Sell
-4,009
Closed -$214K – 1544
2019
Q4 		$214K Buy
+4,009
New +$206K ﹤0.01% 1372

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VSGX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard ESG International Stock ETF (VSGX) stake by 20% in Q3 2023, selling an estimated $367K and leaving 27,992 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #864.

JP Morgan Private Wealth Advisors first reported a position in VSGX in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.26M in Q1 2023. 277 funds tracked by Wall St. Rank hold VSGX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 27,992 shares of Vanguard ESG International Stock ETF worth $1.41M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 6,964 Vanguard ESG International Stock ETF shares in Q3 2023, an estimated $367K.
  • Vanguard ESG International Stock ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #864 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2019 and has held it in 15 quarters since.
  • JP Morgan Private Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $2.26M in Q1 2023.
  • 277 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.