Topel & Distasi Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Sell	20,811 -2,478	-11%	-$186K	0.77%	30
2025 Q4	$1.67M	Sell	23,289 -287	-1%	-$20.2K	0.81%	31
2025 Q3	$1.64M	Sell	23,576 -116	-0.5%	-$7.79K	0.81%	32
2025 Q2	$1.55M	Buy	23,692 +1,009	+4%	+$62.2K	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%	+$26.8K	0.47%	44
2024 Q3	$1.17M	Buy	19,034 +904	+5%	+$53.3K	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%	+$69.8K	0.46%	46
2023 Q4	$937K	Buy	16,942 +78	+0.5%	+$4.03K	0.44%	45
2023 Q3	$851K	Buy	16,864 +1,507	+10%	+$79.5K	0.45%	45
2023 Q2	$816K	Buy	15,357 +73	+0.5%	+$3.87K	0.41%	47
2023 Q1	$800K	Buy	15,284 +4,102	+37%	+$213K	0.42%	47
2022 Q4	$550K	Sell	11,182 -396	-3%	-$18.8K	0.31%	52
2022 Q3	$569K	Buy	11,578 +3,527	+44%	+$172K	0.31%	54
2022 Q2	$395K	Sell	8,051 -2,628	-25%	-$139K	0.23%	56
2022 Q1	$611K	Buy	10,679 +1,739	+19%	+$102K	0.26%	60
2021 Q4	$554K	Buy	+8,940	New	+$560K	0.23%	60