Summit Wealth Group’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 | $1.51M | Hold |
23,085
| – | – | 0.39% | 41 |
|
2025
Q1 | $1.36M | Hold |
23,085
| – | – | 0.4% | 37 |
|
2024
Q4 | $1.31M | Hold |
23,085
| – | – | 0.38% | 40 |
|
2024
Q3 | $1.42M | Hold |
23,085
| – | – | 0.41% | 39 |
|
2024
Q2 | $1.32M | Buy |
+23,085
| New | +$1.32M | 0.4% | 36 |
|
2023
Q3 | – | Sell |
-22,985
| Closed | -$1.22M | – | 75 |
|
2023
Q2 | $1.22M | Sell |
22,985
-129,173
| -85% | -$6.86M | 0.49% | 30 |
|
2023
Q1 | $3K | Buy |
+152,158
| New | +$3K | 0.07% | 77 |
|