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Lakewood Asset Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-2,330
Closed -$115K – 294
2022
Q4 		$115K Buy
+2,330
New +$111K 0.09% 136

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 $1.38B 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Lakewood Asset Management's VSGX Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2023, closing a stake of 2,330 shares — an estimated $115K sold.

Lakewood Asset Management first reported a position in VSGX in Q4 2022 and held it in 1 quarter. The position peaked at $115K in Q4 2022. 286 funds tracked by Wall St. Rank hold VSGX as of Q1 2023.

  • Lakewood Asset Management reported no remaining Vanguard ESG International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 2,330 Vanguard ESG International Stock ETF shares in Q1 2023, an estimated $115K.
  • Lakewood Asset Management first reported a position in Vanguard ESG International Stock ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Vanguard ESG International Stock ETF position peaked at $115K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.