Confluence Wealth Services, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Confluence Wealth Services, Inc.

  • $1.21 Billion
  • Q2 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 5,447 shares of VSGX stock, worth $336,570. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,447
Previous 4,811 13.22%
Holding current value
$336,570
Previous $276,000 12.68%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$54.72 - $58.75 $34,801 - $37,365
636 Added 13.22%
5,447 $311,000
Q1 2024

Apr 22, 2024
BUY
$53.19 - $57.84 $22,020 - $23,945
414 Added 9.42%
4,811 $276,000
Q4 2023

Jan 25, 2024
BUY
$48.05 - $55.28 $211,275 - $243,066
4,397 New
4,397 $243,000
Q1 2022

Apr 26, 2022
SELL
$53.11 - $62.8 $102,874 - $121,643
-1,937 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$60.05 - $64.51 $116,316 - $124,955
1,937 New
1,937 $120,000

Others Institutions Holding VSGX

# of Institutions
343
Shares Held
19.2M
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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email