Level Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Hold
4,612
0.09% 76
2025
Q1
$272K Hold
4,612
0.09% 77
2024
Q4
$261K Sell
4,612
-317
-6% -$18K 0.1% 72
2024
Q3
$303K Hold
4,929
0.12% 66
2024
Q2
$282K Hold
4,929
0.12% 60
2024
Q1
$283K Hold
4,929
0.13% 62
2023
Q4
$272K Hold
4,929
0.13% 57
2023
Q3
$249K Hold
4,929
0.14% 53
2023
Q2
$262K Hold
4,929
0.15% 52
2023
Q1
$258K Hold
4,929
0.15% 49
2022
Q4
$242K Sell
4,929
-142
-3% -$6.97K 0.16% 47
2022
Q3
$220K Buy
5,071
+510
+11% +$22.1K 0.16% 48
2022
Q2
$224K Buy
4,561
+79
+2% +$3.88K 0.16% 46
2022
Q1
$256K Buy
+4,482
New +$256K 0.2% 36