Topel & Distasi Wealth Management’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 | $1.55M | Buy |
23,692
+1,009
| +4% | +$66.1K | 0.81% | 32 |
|
|
2025
Q1 | $1.34M | Buy |
22,683
+3,196
| +16% | +$189K | 0.62% | 37 |
|
|
2024
Q4 | $1.1M | Buy |
19,487
+453
| +2% | +$25.7K | 0.47% | 44 |
|
|
2024
Q3 | $1.17M | Buy |
19,034
+904
| +5% | +$55.6K | 0.49% | 43 |
|
|
2024
Q2 | $1.04M | Sell |
18,130
-68
| -0.4% | -$3.89K | 0.46% | 44 |
|
|
2024
Q1 | $1.05M | Buy |
18,198
+1,256
| +7% | +$72.2K | 0.46% | 46 |
|
|
2023
Q4 | $937K | Buy |
16,942
+78
| +0.5% | +$4.31K | 0.44% | 45 |
|
|
2023
Q3 | $851K | Buy |
16,864
+1,507
| +10% | +$76K | 0.45% | 45 |
|
|
2023
Q2 | $816K | Buy |
15,357
+73
| +0.5% | +$3.88K | 0.41% | 47 |
|
|
2023
Q1 | $800K | Buy |
15,284
+4,102
| +37% | +$215K | 0.42% | 47 |
|
|
2022
Q4 | $550K | Sell |
11,182
-396
| -3% | -$19.5K | 0.31% | 52 |
|
|
2022
Q3 | $569K | Buy |
11,578
+3,527
| +44% | +$173K | 0.31% | 54 |
|
|
2022
Q2 | $395K | Sell |
8,051
-2,628
| -25% | -$129K | 0.23% | 56 |
|
|
2022
Q1 | $611K | Buy |
10,679
+1,739
| +19% | +$99.5K | 0.26% | 60 |
|
|
2021
Q4 | $554K | Buy |
+8,940
| New | +$554K | 0.23% | 60 |
|