Personal Capital Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Personal Capital 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
2022 Q2	–	Sell	-7,058	Closed	-$404K	–	496
2022 Q1	$404K	Sell	7,058 -13	-0.2%	-$763	﹤0.01%	337
2021 Q4	$439K	Sell	7,071 -311	-4%	-$19.5K	﹤0.01%	361
2021 Q3	$456K	Sell	7,382 -9,865	-57%	-$629K	﹤0.01%	323
2021 Q2	$1.11M	Buy	17,247 +63	+0.4%	+$4.02K	0.01%	250
2021 Q1	$1.05M	Buy	17,184 +128	+0.8%	+$7.89K	0.01%	254
2020 Q4	$1.01M	Buy	+17,056	New	+$945K	0.01%	250

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Personal Capital Advisors's VSGX Position: Q2 2022 in Review

Personal Capital Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2022, closing a stake of 7,058 shares — an estimated $404K sold.

Personal Capital Advisors first reported a position in VSGX in Q4 2020 and held it in 6 quarters. The position peaked at $1.11M in Q2 2021. 254 funds tracked by Wall St. Rank hold VSGX as of Q2 2022.

Personal Capital Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 7,058 Vanguard ESG International Stock ETF shares in Q2 2022, an estimated $404K.
Personal Capital Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and held it in 6 quarters.
Personal Capital Advisors's Vanguard ESG International Stock ETF position peaked at $1.11M in Q2 2021.
254 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.