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

Running Point 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
2021 Q4	–	Sell	-4,470	Closed	-$276K	–	177
2021 Q3	$276K	Buy	4,470 +470	+12%	+$30K	0.12%	87
2021 Q2	$257K	Hold	4,000	–	–	0.12%	84
2021 Q1	$245K	Buy	+4,000	New	+$246K	0.14%	76

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PIC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Running Point Capital Advisors's VSGX Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2021, closing a stake of 4,470 shares — an estimated $276K sold.

Running Point Capital Advisors first reported a position in VSGX in Q1 2021 and held it in 3 quarters. The position peaked at $276K in Q3 2021. 251 funds tracked by Wall St. Rank hold VSGX as of Q4 2021.

Running Point Capital Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 4,470 Vanguard ESG International Stock ETF shares in Q4 2021, an estimated $276K.
Running Point Capital Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2021 and held it in 3 quarters.
Running Point Capital Advisors's Vanguard ESG International Stock ETF position peaked at $276K in Q3 2021.
251 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.