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WFA Asset Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

WFA Asset 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
Q3 		– Sell
-10,505
Closed -$515K – 246
2022
Q2 		$515K Hold
10,505
– – 0.36% 20
2022
Q1 		$601K Buy
+10,505
New +$617K 0.39% 21

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

WFA Asset Management's VSGX Position: Q3 2022 in Review

WFA Asset Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2022, closing a stake of 10,505 shares — an estimated $515K sold.

WFA Asset Management first reported a position in VSGX in Q1 2022 and held it in 2 quarters. The position peaked at $601K in Q1 2022. 240 funds tracked by Wall St. Rank hold VSGX as of Q3 2022.

  • WFA Asset Management reported no remaining Vanguard ESG International Stock ETF position as of Q3 2022 after selling out during the quarter.
  • WFA Asset Management sold 10,505 Vanguard ESG International Stock ETF shares in Q3 2022, an estimated $515K.
  • WFA Asset Management first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and held it in 2 quarters.
  • WFA Asset Management's Vanguard ESG International Stock ETF position peaked at $601K in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2022.

Based on WFA Asset Management's 13F filing for Q3 2022, filed 13 Oct 2023.