Regatta Capital Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Regatta Capital 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
2023 Q2	–	Sell	-6,707	Closed	-$330K	–	182
2023 Q1	$330K	Hold	6,707	–	–	0.12%	138
2022 Q4	$330K	Buy	+6,707	New	+$319K	0.12%	138
2022 Q1	–	Sell	-5,952	Closed	-$369K	–	186
2021 Q4	$369K	Buy	+5,952	New	+$373K	0.13%	126

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

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

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

Regatta Capital Group's VSGX Position: Q2 2023 in Review

Regatta Capital Group sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2023, closing a stake of 6,707 shares — an estimated $330K sold.

Regatta Capital Group first reported a position in VSGX in Q4 2021 and held it in 3 quarters. The position peaked at $369K in Q4 2021. 291 funds tracked by Wall St. Rank hold VSGX as of Q2 2023.

Regatta Capital Group reported no remaining Vanguard ESG International Stock ETF position as of Q2 2023 after selling out during the quarter.
Regatta Capital Group sold 6,707 Vanguard ESG International Stock ETF shares in Q2 2023, an estimated $330K.
Regatta Capital Group first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and held it in 3 quarters.
Regatta Capital Group's Vanguard ESG International Stock ETF position peaked at $369K in Q4 2021.
291 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2023.

Based on Regatta Capital Group's 13F filing for Q2 2023, filed 13 Jul 2023.