SIC
VSGX icon

Sigma Investment Counselors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Sigma Investment Counselors’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
2020
Q2 		– Sell
-16,175
Closed -$666K – 158
2020
Q1 		$666K Buy
16,175
+3,500
+28% +$172K 0.08% 88
2019
Q4 		$678K Buy
12,675
+3,080
+32% +$158K 0.07% 93
2019
Q3 		$473K Buy
+9,595
New +$471K 0.05% 105

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Sigma Investment Counselors's VSGX Position: Q2 2020 in Review

Sigma Investment Counselors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2020, closing a stake of 16,175 shares — an estimated $666K sold.

Sigma Investment Counselors first reported a position in VSGX in Q3 2019 and held it in 3 quarters. The position peaked at $678K in Q4 2019. 112 funds tracked by Wall St. Rank hold VSGX as of Q2 2020.

  • Sigma Investment Counselors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2020 after selling out during the quarter.
  • Sigma Investment Counselors sold 16,175 Vanguard ESG International Stock ETF shares in Q2 2020, an estimated $666K.
  • Sigma Investment Counselors first reported a position in Vanguard ESG International Stock ETF in Q3 2019 and held it in 3 quarters.
  • Sigma Investment Counselors's Vanguard ESG International Stock ETF position peaked at $678K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2020.

Based on Sigma Investment Counselors's 13F filing for Q2 2020, filed 31 Jul 2020.