TFO Wealth Partners’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 | $760K | Buy |
11,604
+113
| +1% | +$7.4K | 0.13% | 29 |
|
|
2025
Q1 | $678K | Buy |
+11,491
| New | +$678K | 0.13% | 26 |
|
|
2024
Q4 | – | Sell |
-11,320
| Closed | -$696K | – | 32 |
|
|
2024
Q3 | $696K | Buy |
11,320
+72
| +0.6% | +$4.43K | 0.13% | 25 |
|
|
2024
Q2 | $644K | Buy |
11,248
+109
| +1% | +$6.24K | 0.13% | 27 |
|
|
2024
Q1 | $640K | Hold |
11,139
| – | – | 0.12% | 25 |
|
|
2023
Q4 | $616K | Buy |
+11,139
| New | +$616K | 0.13% | 25 |
|
|
2022
Q4 | – | Sell |
-7,920
| Closed | -$344K | – | 943 |
|
|
2022
Q3 | $344K | Buy |
7,920
+2,471
| +45% | +$107K | 0.09% | 30 |
|
|
2022
Q2 | $267K | Sell |
5,449
-6,960
| -56% | -$341K | 0.06% | 38 |
|
|
2022
Q1 | $710K | Buy |
+12,409
| New | +$710K | 0.14% | 23 |
|