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

Thrive 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
2022
Q1 		– Sell
-3,392
Closed -$210K – 165
2021
Q4 		$210K Buy
+3,392
New +$212K 0.07% 138

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 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
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thrive Wealth Management's VSGX Position: Q1 2022 in Review

Thrive Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2022, closing a stake of 3,392 shares — an estimated $210K sold.

Thrive Wealth Management first reported a position in VSGX in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 260 funds tracked by Wall St. Rank hold VSGX as of Q1 2022.

  • Thrive Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 3,392 Vanguard ESG International Stock ETF shares in Q1 2022, an estimated $210K.
  • Thrive Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and held it in 1 quarter.
  • Thrive Wealth Management's Vanguard ESG International Stock ETF position peaked at $210K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2022.

Based on Thrive Wealth Management's 13F filing for Q1 2022, filed 2 May 2022.