Waverly Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $287K | Sell |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $1.39M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $286K | Hold |
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|
2021
Q4 | $298K | Hold |
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|
2021
Q3 | $321K | Buy |
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