Lido Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Lido Advisors’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 Q3	–	Sell	-4,139	Closed	-$220K	–	1322
2023 Q2	$220K	Buy	4,139 +241	+6%	+$12.8K	﹤0.01%	1073
2023 Q1	$204K	Buy	+3,898	New	+$202K	﹤0.01%	1005

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lido Advisors's VSGX Position: Q3 2023 in Review

Lido Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2023, closing a stake of 4,139 shares — an estimated $220K sold.

Lido Advisors first reported a position in VSGX in Q1 2023 and held it in 2 quarters. The position peaked at $220K in Q2 2023. 276 funds tracked by Wall St. Rank hold VSGX as of Q3 2023.

Lido Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 4,139 Vanguard ESG International Stock ETF shares in Q3 2023, an estimated $220K.
Lido Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and held it in 2 quarters.
Lido Advisors's Vanguard ESG International Stock ETF position peaked at $220K in Q2 2023.
276 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.