WCFA
Walkner Condon Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,859
| Closed | -$239K | – | 221 |
|
|
2021
Q4 | $239K | Buy |
+3,859
| New | +$239K | 0.16% | 108 |
|
|
2021
Q3 | – | Sell |
-3,717
| Closed | -$239K | – | 180 |
|
|
2021
Q2 | $239K | Buy |
3,717
+259
| +7% | +$16.7K | 0.09% | 151 |
|
|
2021
Q1 | $212K | Buy |
+3,458
| New | +$212K | 0.08% | 161 |
|