Sterling Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Buy |
6,006
+366
| +6% | +$24K | 0.22% | 33 |
|
2025
Q1 | $333K | Sell |
5,640
-787
| -12% | -$46.4K | 0.18% | 41 |
|
2024
Q4 | $364K | Sell |
6,427
-298
| -4% | -$16.9K | 0.19% | 39 |
|
2024
Q3 | $414K | Sell |
6,725
-700
| -9% | -$43.1K | 0.22% | 32 |
|
2024
Q2 | $425K | Buy |
+7,425
| New | +$425K | 0.24% | 31 |
|
2024
Q1 | – | Sell |
-13,704
| Closed | -$758K | – | 49 |
|
2023
Q4 | $758K | Sell |
13,704
-3,935
| -22% | -$218K | 0.59% | 16 |
|
2023
Q3 | $890K | Buy |
17,639
+1,082
| +7% | +$54.6K | 0.84% | 15 |
|
2023
Q2 | $879K | Buy |
16,557
+449
| +3% | +$23.8K | 0.76% | 15 |
|
2023
Q1 | $843K | Buy |
16,108
+2,437
| +18% | +$128K | 0.8% | 15 |
|
2022
Q4 | $672K | Buy |
+13,671
| New | +$672K | 0.66% | 18 |
|