Sowell Financial Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Sowell Financial Services’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	-4,896	Closed	-$256K	–	836
2023 Q1	$256K	Buy	+4,896	New	+$254K	0.02%	617
2021 Q2	–	Sell	-6,076	Closed	-$386K	–	2693
2021 Q1	$386K	Buy	6,076 +1,324	+28%	+$81.6K	0.01%	742
2020 Q4	$282K	Sell	4,752 -1,884	-28%	-$104K	0.01%	718
2020 Q3	$342K	Buy	6,636 +524	+9%	+$26.9K	0.02%	573
2020 Q2	$294K	Buy	6,112 +1,345	+28%	+$60.8K	0.02%	606
2020 Q1	$196K	Buy	4,767 +1,312	+38%	+$64.6K	0.01%	653
2019 Q4	$185K	Buy	3,455 +1,645	+91%	+$84.6K	0.01%	739
2019 Q3	$89K	Buy	+1,810	New	+$88.9K	0.01%	865

Other funds holding VSGX

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's VSGX Position: Q2 2023 in Review

Sowell Financial Services sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2023, closing a stake of 4,896 shares — an estimated $256K sold.

Sowell Financial Services first reported a position in VSGX in Q3 2019 and held it in 8 quarters. The position peaked at $386K in Q1 2021. 292 funds tracked by Wall St. Rank hold VSGX as of Q2 2023.

Sowell Financial Services reported no remaining Vanguard ESG International Stock ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 4,896 Vanguard ESG International Stock ETF shares in Q2 2023, an estimated $256K.
Sowell Financial Services first reported a position in Vanguard ESG International Stock ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Vanguard ESG International Stock ETF position peaked at $386K in Q1 2021.
292 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.