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Platt Investment Counsel’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Platt Investment Counsel’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
Q2 		– Sell
-181,546
Closed -$10.4M – 11
2024
Q1 		$10.4M Sell
181,546
-61,054
-25% -$3.39M 9.94% 5
2023
Q4 		$13.4M Buy
242,600
+1,757
+0.7% +$90.8K 13.9% 3
2023
Q3 		$12.1M Buy
240,843
+1,548
+0.6% +$81.6K 14.5% 5
2023
Q2 		$12.7M Buy
239,295
+31,516
+15% +$1.67M 14.42% 5
2023
Q1 		$10.9M Buy
207,779
+5,269
+3% +$274K 14.54% 4
2022
Q4 		$9.96M Buy
202,510
+2,880
+1% +$137K 14.16% 3
2022
Q3 		$8.67M Sell
199,630
-124,617
-38% -$6.06M 12.59% 4
2022
Q2 		$15.9M Sell
324,247
-130,176
-29% -$6.87M 21.61% 2
2022
Q1 		$26M Sell
454,423
-18,787
-4% -$1.1M 24.17% 1
2021
Q4 		$29.3M Buy
473,210
+9,363
+2% +$586K 25.03% 1
2021
Q3 		$28.6M Buy
463,847
+6,139
+1% +$392K 25.42% 1
2021
Q2 		$29.4M Sell
457,708
-3,504
-0.8% -$224K 25.24% 1
2021
Q1 		$28.3M Buy
461,212
+8,073
+2% +$497K 25.32% 1
2020
Q4 		$26.9M Buy
+453,139
New +$25.1M 25.44% 1

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 $171B AUM 24.68% 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 $672B AUM 33.48% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return

Platt Investment Counsel's VSGX Position: Q2 2024 in Review

Platt Investment Counsel sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2024, closing a stake of 181,546 shares — an estimated $10.4M sold.

Platt Investment Counsel first reported a position in VSGX in Q4 2020 and held it in 14 quarters. The position peaked at $29.4M in Q2 2021. 325 funds tracked by Wall St. Rank hold VSGX as of Q2 2024.

  • Platt Investment Counsel reported no remaining Vanguard ESG International Stock ETF position as of Q2 2024 after selling out during the quarter.
  • Platt Investment Counsel sold 181,546 Vanguard ESG International Stock ETF shares in Q2 2024, an estimated $10.4M.
  • Platt Investment Counsel first reported a position in Vanguard ESG International Stock ETF in Q4 2020 and held it in 14 quarters.
  • Platt Investment Counsel's Vanguard ESG International Stock ETF position peaked at $29.4M in Q2 2021.
  • 325 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2024.

Based on Platt Investment Counsel's 13F filing for Q2 2024, filed 16 Jul 2024.