LWP
Laurel Wealth Planning’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Sell |
3,744
-161
| -4% | -$10.5K | 0.14% | 50 |
|
|
2025
Q1 | $230K | Sell |
3,905
-306
| -7% | -$18K | 0.15% | 51 |
|
|
2024
Q4 | $239K | Hold |
4,211
| – | – | 0.15% | 50 |
|
|
2024
Q3 | $259K | Hold |
4,211
| – | – | 0.17% | 48 |
|
|
2024
Q2 | $241K | Sell |
4,211
-398
| -9% | -$22.8K | 0.17% | 49 |
|
|
2024
Q1 | $265K | Sell |
4,609
-53
| -1% | -$3.05K | 0.18% | 49 |
|
|
2023
Q4 | $258K | Buy |
4,662
+118
| +3% | +$6.53K | 0.18% | 48 |
|
|
2023
Q3 | $229K | Sell |
4,544
-105
| -2% | -$5.29K | 0.18% | 49 |
|
|
2023
Q2 | $247K | Sell |
4,649
-342
| -7% | -$18.2K | 0.18% | 51 |
|
|
2023
Q1 | $261K | Sell |
4,991
-1,182
| -19% | -$61.8K | 0.17% | 53 |
|
|
2022
Q4 | $304K | Sell |
6,173
-11,445
| -65% | -$563K | 0.2% | 53 |
|
|
2022
Q3 | $765K | Sell |
17,618
-1,201
| -6% | -$52.1K | 0.56% | 40 |
|
|
2022
Q2 | $923K | Sell |
18,819
-2,661
| -12% | -$131K | 0.65% | 38 |
|
|
2022
Q1 | $1.23M | Sell |
21,480
-2,256
| -10% | -$129K | 0.83% | 36 |
|
|
2021
Q4 | $1.47M | Sell |
23,736
-12,856
| -35% | -$797K | 1.12% | 28 |
|
|
2021
Q3 | $2.26M | Sell |
36,592
-1,731
| -5% | -$107K | 1.82% | 19 |
|
|
2021
Q2 | $2.46M | Sell |
38,323
-2,612
| -6% | -$168K | 2.14% | 19 |
|
|
2021
Q1 | $2.51M | Sell |
40,935
-5,300
| -11% | -$325K | 2.3% | 18 |
|
|
2020
Q4 | $2.74M | Buy |
+46,235
| New | +$2.74M | 2.67% | 16 |
|