United Capital Financial Advisors’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 | $332K | Buy |
+5,072
| New | +$332K | ﹤0.01% | 884 |
|
|
2025
Q1 | – | Sell |
-6,325
| Closed | -$359K | – | 1104 |
|
|
2024
Q4 | $359K | Buy |
+6,325
| New | +$359K | ﹤0.01% | 822 |
|
|
2024
Q3 | – | Sell |
-3,788
| Closed | -$217K | – | 1082 |
|
|
2024
Q2 | $217K | Sell |
3,788
-794
| -17% | -$45.5K | ﹤0.01% | 949 |
|
|
2024
Q1 | $263K | Sell |
4,582
-85
| -2% | -$4.89K | ﹤0.01% | 917 |
|
|
2023
Q4 | $258K | Sell |
4,667
-36
| -0.8% | -$1.99K | ﹤0.01% | 920 |
|
|
2023
Q3 | $237K | Sell |
4,703
-1,791
| -28% | -$90.3K | ﹤0.01% | 768 |
|
|
2023
Q2 | $345K | Sell |
6,494
-11,074
| -63% | -$588K | ﹤0.01% | 743 |
|
|
2023
Q1 | $920K | Buy |
17,568
+284
| +2% | +$14.9K | 0.01% | 600 |
|
|
2022
Q4 | $850K | Sell |
17,284
-666
| -4% | -$32.8K | ﹤0.01% | 650 |
|
|
2022
Q3 | $780K | Buy |
17,950
+1,176
| +7% | +$51.1K | ﹤0.01% | 664 |
|
|
2022
Q2 | $823K | Buy |
16,774
+180
| +1% | +$8.83K | ﹤0.01% | 668 |
|
|
2022
Q1 | $949K | Buy |
16,594
+860
| +5% | +$49.2K | ﹤0.01% | 673 |
|
|
2021
Q4 | $976K | Sell |
15,734
-709
| -4% | -$44K | ﹤0.01% | 684 |
|
|
2021
Q3 | $1.02M | Buy |
16,443
+2,394
| +17% | +$148K | 0.01% | 678 |
|
|
2021
Q2 | $901K | Buy |
14,049
+82
| +0.6% | +$5.26K | ﹤0.01% | 721 |
|
|
2021
Q1 | $857K | Buy |
13,967
+1,735
| +14% | +$106K | ﹤0.01% | 707 |
|
|
2020
Q4 | $725K | Buy |
12,232
+1,352
| +12% | +$80.1K | ﹤0.01% | 750 |
|
|
2020
Q3 | $561K | Buy |
10,880
+1,178
| +12% | +$60.7K | ﹤0.01% | 802 |
|
|
2020
Q2 | $467K | Buy |
9,702
+907
| +10% | +$43.7K | ﹤0.01% | 886 |
|
|
2020
Q1 | $362K | Buy |
8,795
+1,248
| +17% | +$51.4K | ﹤0.01% | 924 |
|
|
2019
Q4 | $403K | Buy |
7,547
+2,743
| +57% | +$146K | ﹤0.01% | 1041 |
|
|
2019
Q3 | $237K | Buy |
+4,804
| New | +$237K | ﹤0.01% | 1127 |
|