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West Coast Financial’s Vanguard ESG International Stock ETF VSGX Stock Holding History

West Coast Financial’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
2024
Q4 		– Sell
-6,509
Closed -$400K – 178
2024
Q3 		$400K Hold
6,509
– – 0.04% 121
2024
Q2 		$373K Hold
6,509
– – 0.04% 115
2024
Q1 		$374K Hold
6,509
– – 0.05% 115
2023
Q4 		$360K Sell
6,509
-681
-9% -$35.2K 0.05% 113
2023
Q3 		$363K Hold
7,190
– – 0.05% 108
2023
Q2 		$382K Hold
7,190
– – 0.05% 111
2023
Q1 		$376K Buy
+7,190
New +$373K 0.06% 101

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
DP
Dundas Partners Edinburgh, United Kingdom $1.25B AUM 13.92% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

West Coast Financial's VSGX Position: Q4 2024 in Review

West Coast Financial sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2024, closing a stake of 6,509 shares — an estimated $400K sold.

West Coast Financial first reported a position in VSGX in Q1 2023 and held it in 7 quarters. The position peaked at $400K in Q3 2024. 358 funds tracked by Wall St. Rank hold VSGX as of Q4 2024.

  • West Coast Financial reported no remaining Vanguard ESG International Stock ETF position as of Q4 2024 after selling out during the quarter.
  • West Coast Financial sold 6,509 Vanguard ESG International Stock ETF shares in Q4 2024, an estimated $400K.
  • West Coast Financial first reported a position in Vanguard ESG International Stock ETF in Q1 2023 and held it in 7 quarters.
  • West Coast Financial's Vanguard ESG International Stock ETF position peaked at $400K in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2024.

Based on West Coast Financial's 13F filing for Q4 2024, filed 15 Jan 2025.