O'Dell Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

O'Dell Group’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 Q1	–	Sell	-993	Closed	-$54.9K	–	474
2023 Q4	$54.9K	Buy	+993	New	+$51.3K	0.01%	192
2023 Q3	–	Sell	-993	Closed	-$52.7K	–	479
2023 Q2	$52.7K	Buy	+993	New	+$52.6K	0.02%	186

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

O'Dell Group's VSGX Position: Q1 2024 in Review

O'Dell Group sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2024, closing a stake of 993 shares — an estimated $54.9K sold.

O'Dell Group first reported a position in VSGX in Q2 2023 and held it in 2 quarters. The position peaked at $54.9K in Q4 2023. 315 funds tracked by Wall St. Rank hold VSGX as of Q1 2024.

O'Dell Group reported no remaining Vanguard ESG International Stock ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 993 Vanguard ESG International Stock ETF shares in Q1 2024, an estimated $54.9K.
O'Dell Group first reported a position in Vanguard ESG International Stock ETF in Q2 2023 and held it in 2 quarters.
O'Dell Group's Vanguard ESG International Stock ETF position peaked at $54.9K in Q4 2023.
315 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.