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

SVA 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
Q4 		$591K Buy
9,969
+2,507
+34% +$139K 0.05% 150
2020
Q3 		$385K Hold
7,462
– – 0.04% 166
2020
Q2 		$359K Buy
+7,462
New +$337K 0.04% 162

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SVA Wealth Management's VSGX Position: Q4 2020 in Review

SVA Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 34% in Q4 2020, buying an estimated $139K and bringing the position to 9,969 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #150.

SVA Wealth Management first reported a position in VSGX in Q2 2020 and has held it in 3 quarters since. 166 funds tracked by Wall St. Rank hold VSGX as of Q4 2020.

  • SVA Wealth Management held 9,969 shares of Vanguard ESG International Stock ETF worth $591K as of Q4 2020.
  • SVA Wealth Management bought 2,507 Vanguard ESG International Stock ETF shares in Q4 2020, an estimated $139K.
  • Vanguard ESG International Stock ETF made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #150 holding.
  • SVA Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q2 2020 and has held it in 3 quarters since.
  • 166 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.