OBWP
O'Brien Wealth Partners’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 | $6.02M | Buy |
+91,966
| New | +$6.02M | 0.95% | 22 |
|
|
2023
Q1 | – | Sell |
-10,376
| Closed | -$510K | – | 63 |
|
|
2022
Q4 | $510K | Sell |
10,376
-3,740
| -26% | -$184K | 0.2% | 16 |
|
|
2022
Q3 | $613K | Buy |
14,116
+8,648
| +158% | +$376K | 0.26% | 18 |
|
|
2022
Q2 | $268K | Buy |
5,468
+1,029
| +23% | +$50.4K | 0.11% | 38 |
|
|
2022
Q1 | $224K | Buy |
+4,439
| New | +$224K | 0.09% | 36 |
|