Martel Wealth 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 | $285K | Hold |
4,354
| – | – | 0.05% | 57 |
|
|
2025
Q1 | $257K | Sell |
4,354
-51
| -1% | -$3.01K | 0.05% | 60 |
|
|
2024
Q4 | $250K | Buy |
4,405
+337
| +8% | +$19.1K | 0.05% | 62 |
|
|
2024
Q3 | $250K | Buy |
4,068
+206
| +5% | +$12.6K | 0.05% | 46 |
|
|
2024
Q2 | $221K | Buy |
3,862
+86
| +2% | +$4.93K | 0.05% | 51 |
|
|
2024
Q1 | $217K | Sell |
3,776
-1,398
| -27% | -$80.3K | 0.05% | 52 |
|
|
2023
Q4 | $286K | Buy |
5,174
+233
| +5% | +$12.9K | 0.07% | 41 |
|
|
2023
Q3 | $249K | Buy |
4,941
+170
| +4% | +$8.58K | 0.06% | 45 |
|
|
2023
Q2 | $253K | Buy |
4,771
+69
| +1% | +$3.67K | 0.06% | 45 |
|
|
2023
Q1 | $246K | Buy |
4,702
+258
| +6% | +$13.5K | 0.06% | 46 |
|
|
2022
Q4 | $219K | Buy |
+4,444
| New | +$219K | 0.06% | 47 |
|
|
2022
Q2 | – | Sell |
-3,807
| Closed | -$218K | – | 51 |
|
|
2022
Q1 | $218K | Buy |
+3,807
| New | +$218K | 0.05% | 47 |
|