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Wetzel Investment Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-125
Closed -$7.18K – 871
2024
Q2 		$7.18K Hold
125
– – ﹤0.01% 514
2024
Q1 		$6.86K Hold
125
– – ﹤0.01% 613
2023
Q4 		$7K Buy
+125
New +$6.46K ﹤0.01% 621

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
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 $9.44B AUM 18.1% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wetzel Investment Advisors's VSGX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2024, closing a stake of 125 shares — an estimated $7.18K sold.

Wetzel Investment Advisors first reported a position in VSGX in Q4 2023 and held it in 3 quarters. The position peaked at $7.18K in Q2 2024. 347 funds tracked by Wall St. Rank hold VSGX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 125 Vanguard ESG International Stock ETF shares in Q3 2024, an estimated $7.18K.
  • Wetzel Investment Advisors first reported a position in Vanguard ESG International Stock ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard ESG International Stock ETF position peaked at $7.18K in Q2 2024.
  • 347 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.