Zullo Investment Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Zullo Investment Group’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
2023 Q1	–	Sell	-484	Closed	-$23.8K	–	704
2022 Q4	$23.8K	Hold	484	–	–	0.01%	367
2022 Q3	$21K	Hold	484	–	–	0.01%	388
2022 Q2	$24K	Hold	484	–	–	0.02%	380
2022 Q1	$28K	Hold	484	–	–	0.01%	385
2021 Q4	$30K	Buy	+484	New	+$30.3K	0.02%	367

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Zullo Investment Group's VSGX Position: Q1 2023 in Review

Zullo Investment Group sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2023, closing a stake of 484 shares — an estimated $23.8K sold.

Zullo Investment Group first reported a position in VSGX in Q4 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 286 funds tracked by Wall St. Rank hold VSGX as of Q1 2023.

Zullo Investment Group reported no remaining Vanguard ESG International Stock ETF position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 484 Vanguard ESG International Stock ETF shares in Q1 2023, an estimated $23.8K.
Zullo Investment Group first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Vanguard ESG International Stock ETF position peaked at $30K in Q4 2021.
286 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.