TA
Trellis 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
Q4 | – | Sell |
-6,460
| Closed | -$326K | – | 78 |
|
|
2023
Q3 | $326K | Buy |
6,460
+394
| +6% | +$19.9K | 0.15% | 57 |
|
|
2023
Q2 | $322K | Buy |
6,066
+113
| +2% | +$6K | 0.14% | 65 |
|
|
2023
Q1 | $312K | Buy |
5,953
+1,752
| +42% | +$91.7K | 0.15% | 65 |
|
|
2022
Q4 | $207K | Buy |
+4,201
| New | +$207K | 0.11% | 79 |
|