TA
Tiedemann Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $427K | Buy |
8,475
+740
| +10% | +$37.3K | 0.02% | 180 |
|
|
2023
Q2 | $411K | Hold |
7,735
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $405K | Buy |
+7,735
| New | +$405K | 0.02% | 170 |
|
|
2022
Q2 | – | Sell |
-28,232
| Closed | -$1.62M | – | 300 |
|
|
2022
Q1 | $1.62M | Buy |
28,232
+19,050
| +207% | +$1.09M | 0.08% | 106 |
|
|
2021
Q4 | $569K | Buy |
+9,182
| New | +$569K | 0.03% | 181 |
|
|
2021
Q3 | – | Sell |
-6,052
| Closed | -$388K | – | 364 |
|
|
2021
Q2 | $388K | Hold |
6,052
| – | – | 0.02% | 258 |
|
|
2021
Q1 | $372K | Hold |
6,052
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $359K | Sell |
6,052
-27,570
| -82% | -$1.64M | 0.02% | 236 |
|
|
2020
Q3 | $1.74M | Buy |
33,622
+24,238
| +258% | +$1.25M | 0.08% | 137 |
|
|
2020
Q2 | $451K | Hold |
9,384
| – | – | 0.02% | 218 |
|
|
2020
Q1 | $386K | Buy |
9,384
+934
| +11% | +$38.4K | 0.03% | 217 |
|
|
2019
Q4 | $452K | Buy |
+8,450
| New | +$452K | 0.02% | 217 |
|