SWA
VSGX icon

Stratos Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Stratos Wealth Advisors’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
-343
Closed -$14K – 373
2020
Q1 		$14K Buy
+343
New +$16.9K 0.01% 233

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

Stratos Wealth Advisors's VSGX Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2020, closing a stake of 343 shares — an estimated $14K sold.

Stratos Wealth Advisors first reported a position in VSGX in Q1 2020 and held it in 1 quarter. The position peaked at $14K in Q1 2020. 112 funds tracked by Wall St. Rank hold VSGX as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 343 Vanguard ESG International Stock ETF shares in Q2 2020, an estimated $14K.
  • Stratos Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $14K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.