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Walkner Condon Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Walkner Condon Financial Advisors’s Portfolio VSGX Stock Details VSGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,859
Closed -$239K – 221
2021
Q4 		$239K Buy
+3,859
New +$242K 0.16% 108
2021
Q3 		– Sell
-3,717
Closed -$239K – 180
2021
Q2 		$239K Buy
3,717
+259
+7% +$16.5K 0.09% 151
2021
Q1 		$212K Buy
+3,458
New +$213K 0.08% 161

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Walkner Condon Financial Advisors's VSGX Position: Q1 2022 in Review

Walkner Condon Financial Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2022, closing a stake of 3,859 shares — an estimated $239K sold.

Walkner Condon Financial Advisors first reported a position in VSGX in Q1 2021 and held it in 3 quarters. The position peaked at $239K in Q4 2021. 260 funds tracked by Wall St. Rank hold VSGX as of Q1 2022.

  • Walkner Condon Financial Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 3,859 Vanguard ESG International Stock ETF shares in Q1 2022, an estimated $239K.
  • Walkner Condon Financial Advisors first reported a position in Vanguard ESG International Stock ETF in Q1 2021 and held it in 3 quarters.
  • Walkner Condon Financial Advisors's Vanguard ESG International Stock ETF position peaked at $239K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2022, filed 3 May 2022.