Sowell Financial Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,896
| Closed | -$256K | – | 836 |
|
|
2023
Q1 | $256K | Buy |
+4,896
| New | +$256K | 0.02% | 617 |
|
|
2021
Q2 | – | Sell |
-6,076
| Closed | -$386K | – | 2699 |
|
|
2021
Q1 | $386K | Buy |
6,076
+1,324
| +28% | +$84.1K | 0.01% | 742 |
|
|
2020
Q4 | $282K | Sell |
4,752
-1,884
| -28% | -$112K | 0.01% | 718 |
|
|
2020
Q3 | $342K | Buy |
6,636
+524
| +9% | +$27K | 0.02% | 573 |
|
|
2020
Q2 | $294K | Buy |
6,112
+1,345
| +28% | +$64.7K | 0.02% | 606 |
|
|
2020
Q1 | $196K | Buy |
4,767
+1,312
| +38% | +$53.9K | 0.01% | 653 |
|
|
2019
Q4 | $185K | Buy |
3,455
+1,645
| +91% | +$88.1K | 0.01% | 739 |
|
|
2019
Q3 | $89K | Buy |
+1,810
| New | +$89K | 0.01% | 865 |
|