A detailed history of Appleton Partners Inc transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Appleton Partners Inc holds 3,382 shares of VSGX stock, worth $200,484. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,382
Holding current value
$200,484
% of portfolio
0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024

BUY
$55.06 - $62.25 $186,212 - $210,529
3,382 New
3,382 $208,000
Q1 2024

Apr 01, 2024

SELL
$53.19 - $57.84 $28,988 - $31,522
-545 Reduced 11.92%
4,029 $232,000
Q4 2023

Jan 02, 2024

SELL
$48.05 - $55.28 $34,836 - $40,078
-725 Reduced 13.68%
4,574 $253,000
Q3 2023

Oct 03, 2023

BUY
$50.23 - $55.2 $17,580 - $19,320
350 Added 7.07%
5,299 $267,000
Q2 2023

Jul 10, 2023

SELL
$51.68 - $54.7 $29,457 - $31,179
-570 Reduced 10.33%
4,949 $263,000
Q4 2022

Jan 19, 2023

BUY
$43.1 - $51.11 $5,603 - $6,644
130 Added 2.41%
5,519 $271,000
Q3 2022

Oct 27, 2022

SELL
$43.44 - $51.83 $19,243 - $22,960
-443 Reduced 7.6%
5,389 $234,000
Q2 2022

Jul 08, 2022

BUY
$48.34 - $58.27 $17,644 - $21,268
365 Added 6.68%
5,832 $286,000
Q1 2022

Apr 05, 2022

BUY
$53.11 - $62.8 $6,638 - $7,850
125 Added 2.34%
5,467 $313,000
Q4 2021

Feb 03, 2022

BUY
$60.05 - $64.51 $19,336 - $20,772
322 Added 6.41%
5,342 $331,000
Q3 2021

Oct 14, 2021

BUY
$61.73 - $65.61 $309,884 - $329,362
5,020 New
5,020 $310,000

Others Institutions Holding VSGX

About VANGUARD WORLD FD ESG INTL STK


  • Ticker VSGX
  • Sector ETFs
  • Industry ETFs
More about VSGX
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.