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Keating Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Keating Wealth Management’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
Q1 		$227K Buy
3,946
+12
+0.3% +$667 0.14% 40
2023
Q4 		$217K Buy
+3,934
New +$203K 0.15% 39

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 $171B AUM 24.68% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Keating Wealth Management's VSGX Position: Q1 2024 in Review

Keating Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 0.31% in Q1 2024, buying an estimated $667 and bringing the position to 3,946 shares worth $227K. The position accounts for 0.14% of the portfolio, ranked #40.

Keating Wealth Management first reported a position in VSGX in Q4 2023 and has held it in 2 quarters since. 316 funds tracked by Wall St. Rank hold VSGX as of Q1 2024.

  • Keating Wealth Management held 3,946 shares of Vanguard ESG International Stock ETF worth $227K as of Q1 2024.
  • Keating Wealth Management bought 12 Vanguard ESG International Stock ETF shares in Q1 2024, an estimated $667.
  • Vanguard ESG International Stock ETF made up 0.14% of Keating Wealth Management's portfolio in Q1 2024, its #40 holding.
  • Keating Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and has held it in 2 quarters since.
  • 316 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.