Soundmark Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Soundmark Wealth Management’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 Q2	–	Sell	-4,003	Closed	-$229K	–	63
2022 Q1	$229K	Buy	4,003 +6	+0.2%	+$352	0.16%	52
2021 Q4	$248K	Buy	+3,997	New	+$250K	0.17%	50

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

Leo Brokerage Hurst, Texas $876M AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PIC

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

Soundmark Wealth Management's VSGX Position: Q2 2022 in Review

Soundmark Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2022, closing a stake of 4,003 shares — an estimated $229K sold.

Soundmark Wealth Management first reported a position in VSGX in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 254 funds tracked by Wall St. Rank hold VSGX as of Q2 2022.

Soundmark Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q2 2022 after selling out during the quarter.
Soundmark Wealth Management sold 4,003 Vanguard ESG International Stock ETF shares in Q2 2022, an estimated $229K.
Soundmark Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and held it in 2 quarters.
Soundmark Wealth Management's Vanguard ESG International Stock ETF position peaked at $248K in Q4 2021.
254 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2022.

Based on Soundmark Wealth Management's 13F filing for Q2 2022, filed 11 Jul 2022.