SHJ
VSGX icon

Sharkey, Howes & Javer’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Sharkey, Howes & Javer’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
Q4 		– Sell
-7,058
Closed -$307K – 113
2022
Q3 		$307K Buy
+7,058
New +$343K 0.07% 91

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Sharkey, Howes & Javer's VSGX Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2022, closing a stake of 7,058 shares — an estimated $307K sold.

Sharkey, Howes & Javer first reported a position in VSGX in Q3 2022 and held it in 1 quarter. The position peaked at $307K in Q3 2022. 275 funds tracked by Wall St. Rank hold VSGX as of Q4 2022.

  • Sharkey, Howes & Javer reported no remaining Vanguard ESG International Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 7,058 Vanguard ESG International Stock ETF shares in Q4 2022, an estimated $307K.
  • Sharkey, Howes & Javer first reported a position in Vanguard ESG International Stock ETF in Q3 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Vanguard ESG International Stock ETF position peaked at $307K in Q3 2022.
  • 275 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.