Latest Institutional Sells of Vanguard World Fd Esg Intl Stk (VSGX)
This list provides information on the latest institutional transactions involving Vanguard World Fd Esg Intl Stk (VSGX) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3.82KClosed |
$185K - $223K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
SELL
|
- |
-3.53KClosed |
$171K - $206K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.51KClosed |
$169K - $204K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.5KClosed |
$169K - $204K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.21KClosed |
$107K - $129K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.15K- 7.27% |
$104K - $125K
|
27.4K
$1.59M
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-711- 13.55% |
$34.4K - $41.4K
|
4.54K
$263K
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-700- 9.66% |
$33.8K - $40.8K
|
6.55K
$379K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-590Closed |
$28.5K - $34.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-226- 4.38% |
$10.9K - $13.2K
|
4.94K
$286K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-155Closed |
$7.49K - $9.03K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-152Closed |
$7.35K - $8.86K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-15- 78.95% |
$725 - $874
|
4
$232
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-8.08KClosed |
$429K - $507K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.82KClosed |
$415K - $491K
|
0
$0
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-4.27KClosed |
$227K - $268K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.86KClosed |
$205K - $242K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3.39KClosed |
$180K - $213K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
SELL
|
- |
-3.26KClosed |
$173K - $205K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.3KClosed |
$122K - $144K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.82KClosed |
$96.4K - $114K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.47KClosed |
$78.2K - $92.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-346Closed |
$18.4K - $21.7K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-340- 53.97% |
$18.1K - $21.4K
|
290
$16.8K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-50Closed |
$2.66K - $3.14K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.47KClosed |
$268K - $288K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.4KClosed |
$264K - $284K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.41KClosed |
$204K - $220K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.86KClosed |
$112K - $120K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.01KClosed |
$60.4K - $64.8K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-841Closed |
$50.5K - $54.3K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-500Closed |
$30K - $32.3K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-155Closed |
$9.31K - $10K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-150Closed |
$9.01K - $9.68K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-60Closed |
$3.6K - $3.87K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-4.16KClosed |
$257K - $273K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.04KClosed |
$126K - $134K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-625- 18.8% |
$38.6K - $41K
|
2.7K
$156K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.8KClosed |
$728K - $777K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.65KClosed |
$225K - $240K
|
0
$0
|
|
Q1 2021 | |||||||
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$70.9K - $76K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.19KClosed |
$70.9K - $76K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-116Closed |
$6.9K - $7.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-83Closed |
$4.94K - $5.3K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1Closed |
$59.5 - $63.8
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-518Closed |
$26.3K - $30.8K
|
0
$0
|
|
Q3 2020 | |||||||
Mar 28, 2023
Q3 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-15K- 25.98% |
$727K - $799K
|
42.8K
$2.48M
|
|
Nov 12, 2020
Q3 2020
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.31K- 42.21% |
$208K - $229K
|
5.9K
$342K
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-858Closed |
$41.5K - $45.6K
|
0
$0
|