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Morton Brown Family Wealth’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Morton Brown Family Wealth’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
2024
Q3 		– Sell
-2,749
Closed -$161K – 279
2024
Q2 		$161K Buy
+2,749
New +$157K 0.06% 60

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morton Brown Family Wealth's VSGX Position: Q3 2024 in Review

Morton Brown Family Wealth sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2024, closing a stake of 2,749 shares — an estimated $161K sold.

Morton Brown Family Wealth first reported a position in VSGX in Q2 2024 and held it in 1 quarter. The position peaked at $161K in Q2 2024. 348 funds tracked by Wall St. Rank hold VSGX as of Q3 2024.

  • Morton Brown Family Wealth reported no remaining Vanguard ESG International Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2,749 Vanguard ESG International Stock ETF shares in Q3 2024, an estimated $161K.
  • Morton Brown Family Wealth first reported a position in Vanguard ESG International Stock ETF in Q2 2024 and held it in 1 quarter.
  • Morton Brown Family Wealth's Vanguard ESG International Stock ETF position peaked at $161K in Q2 2024.
  • 348 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2024.

Based on Morton Brown Family Wealth's 13F filing for Q3 2024, filed 24 Oct 2024.