WIM
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Westside Investment Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Westside Investment Management’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
Q4 		– Sell
-3,000
Closed -$132K – 860
2022
Q3 		$132K Buy
+3,000
New +$146K 0.31% 77

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Westside Investment Management's VSGX Position: Q4 2022 in Review

Westside Investment Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2022, closing a stake of 3,000 shares — an estimated $132K sold.

Westside Investment Management first reported a position in VSGX in Q3 2022 and held it in 1 quarter. The position peaked at $132K in Q3 2022. 274 funds tracked by Wall St. Rank hold VSGX as of Q4 2022.

  • Westside Investment Management reported no remaining Vanguard ESG International Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 3,000 Vanguard ESG International Stock ETF shares in Q4 2022, an estimated $132K.
  • Westside Investment Management first reported a position in Vanguard ESG International Stock ETF in Q3 2022 and held it in 1 quarter.
  • Westside Investment Management's Vanguard ESG International Stock ETF position peaked at $132K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.