Beta Wealth Group, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 25,292 shares of VSGX stock, worth $1.78 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
25,292
Previous 26,110 3.13%
Holding current value
$1.78 Million
Previous $1.71 Million 2.57%
% of portfolio
0.94%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$64.58 - $69.94 $52,826 - $57,210
-818 Reduced 3.13%
25,292 $1.75 Million
Q2 2025

Aug 08, 2025
BUY
$52.84 - $65.52 $1.38 Million - $1.71 Million
26,110 New
26,110 $1.71 Million
Q3 2024

Nov 01, 2024
BUY
$55.06 - $62.25 $183,184 - $207,105
3,327 New
3,327 $204,000

Others Institutions Holding VSGX

# of Institutions
436
Shares Held
22.4M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG INTL STK

VSGX Quotes by TradingView
  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
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