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

Sugarloaf 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
2020
Q3 		– Sell
-858
Closed -$41K – 725
2020
Q2 		$41K Hold
858
– – 0.02% 265
2020
Q1 		$35K Buy
+858
New +$42.3K 0.02% 261

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

Sugarloaf Wealth Management's VSGX Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2020, closing a stake of 858 shares — an estimated $41K sold.

Sugarloaf Wealth Management first reported a position in VSGX in Q1 2020 and held it in 2 quarters. The position peaked at $41K in Q2 2020. 131 funds tracked by Wall St. Rank hold VSGX as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 858 Vanguard ESG International Stock ETF shares in Q3 2020, an estimated $41K.
  • Sugarloaf Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q1 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Vanguard ESG International Stock ETF position peaked at $41K in Q2 2020.
  • 131 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.