LJAC
VSGX icon

L.J. Altfest & Co’s Vanguard ESG International Stock ETF VSGX Stock Holding History

L.J. Altfest & Co’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
Q1 		– Sell
-7,702
Closed -$379K – 290
2022
Q4 		$379K Buy
+7,702
New +$366K 0.06% 184

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
LB
Leo Brokerage Hurst, Texas $876M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

L.J. Altfest & Co's VSGX Position: Q1 2023 in Review

L.J. Altfest & Co sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2023, closing a stake of 7,702 shares — an estimated $379K sold.

L.J. Altfest & Co first reported a position in VSGX in Q4 2022 and held it in 1 quarter. The position peaked at $379K in Q4 2022. 286 funds tracked by Wall St. Rank hold VSGX as of Q1 2023.

  • L.J. Altfest & Co reported no remaining Vanguard ESG International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • L.J. Altfest & Co sold 7,702 Vanguard ESG International Stock ETF shares in Q1 2023, an estimated $379K.
  • L.J. Altfest & Co first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and held it in 1 quarter.
  • L.J. Altfest & Co's Vanguard ESG International Stock ETF position peaked at $379K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2023.

Based on L.J. Altfest & Co's 13F filing for Q1 2023, filed 20 Apr 2023.