WFA
West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Buy |
32,301
+30
| +0.1% | +$1.97K | 0.37% | 28 |
|
|
2025
Q1 | $1.9M | Sell |
32,271
-187
| -0.6% | -$11K | 0.36% | 28 |
|
|
2024
Q4 | $1.84M | Buy |
32,458
+1,719
| +6% | +$97.5K | 0.35% | 28 |
|
|
2024
Q3 | $1.89M | Buy |
30,739
+174
| +0.6% | +$10.7K | 0.36% | 28 |
|
|
2024
Q2 | $1.75M | Buy |
30,565
+6,788
| +29% | +$389K | 0.36% | 30 |
|
|
2024
Q1 | $1.37M | Buy |
23,777
+27
| +0.1% | +$1.55K | 0.29% | 32 |
|
|
2023
Q4 | $1.31M | Buy |
23,750
+2,080
| +10% | +$115K | 0.3% | 32 |
|
|
2023
Q3 | $1.09M | Buy |
21,670
+78
| +0.4% | +$3.93K | 0.27% | 32 |
|
|
2023
Q2 | $1.15M | Buy |
21,592
+213
| +1% | +$11.3K | 0.28% | 30 |
|
|
2023
Q1 | $1.12M | Sell |
21,379
-123
| -0.6% | -$6.44K | 0.29% | 30 |
|
|
2022
Q4 | $1.06M | Sell |
21,502
-823
| -4% | -$40.5K | 0.3% | 30 |
|
|
2022
Q3 | $970K | Buy |
22,325
+105
| +0.5% | +$4.56K | 0.29% | 30 |
|
|
2022
Q2 | $1.09M | Buy |
22,220
+820
| +4% | +$40.2K | 0.32% | 25 |
|
|
2022
Q1 | $1.22M | Buy |
21,400
+583
| +3% | +$33.3K | 0.32% | 25 |
|
|
2021
Q4 | $1.29M | Buy |
20,817
+47
| +0.2% | +$2.92K | 0.35% | 20 |
|
|
2021
Q3 | $1.28M | Buy |
20,770
+3,933
| +23% | +$243K | 0.38% | 20 |
|
|
2021
Q2 | $1.08M | Buy |
16,837
+2,247
| +15% | +$144K | 0.33% | 21 |
|
|
2021
Q1 | $895K | Buy |
14,590
+165
| +1% | +$10.1K | 0.3% | 24 |
|
|
2020
Q4 | $855K | Buy |
+14,425
| New | +$855K | 0.3% | 20 |
|