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OneDigital Investment Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

OneDigital Investment 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
-3,980
Closed -$211K – 1037
2023
Q2 		$211K Hold
3,980
– – ﹤0.01% 942
2023
Q1 		$208K Buy
+3,980
New +$207K ﹤0.01% 901

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OneDigital Investment Advisors's VSGX Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2023, closing a stake of 3,980 shares — an estimated $211K sold.

OneDigital Investment Advisors first reported a position in VSGX in Q1 2023 and held it in 2 quarters. The position peaked at $211K in Q2 2023. 277 funds tracked by Wall St. Rank hold VSGX as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,980 Vanguard ESG International Stock ETF shares in Q3 2023, an estimated $211K.
  • OneDigital Investment Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and held it in 2 quarters.
  • OneDigital Investment Advisors's Vanguard ESG International Stock ETF position peaked at $211K in Q2 2023.
  • 277 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2023.

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