Beta Wealth Group, Inc.'s ownership history for VSGX

Beta Wealth Group, Inc. currently holds 24.9K shares with a market value of $1.8M. It started holding VSGX on 2024-09-30. At its peak, it held 26.1K shares on 2025-06-30. Its highest holding value was $1.8M on 2025-12-31. At its lowest, it held 3.3K shares on 2024-09-30, with a value of $204.6K on 2024-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 1.2K.