Aspire Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Aspire Wealth Management’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-290	Closed	-$14.3K	–	199
2022 Q4	$14.3K	Hold	290	–	–	0.01%	149
2022 Q3	$13K	Hold	290	–	–	0.01%	139
2022 Q2	$14K	Hold	290	–	–	0.01%	141
2022 Q1	$17K	Sell	290 -340	-54%	-$20K	0.01%	140
2021 Q4	$39K	Buy	+630	New	+$39.4K	0.03%	129

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Aspire Wealth Management's VSGX Position: Q1 2023 in Review

Aspire Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2023, closing a stake of 290 shares — an estimated $14.3K sold.

Aspire Wealth Management first reported a position in VSGX in Q4 2021 and held it in 5 quarters. The position peaked at $39K in Q4 2021. 286 funds tracked by Wall St. Rank hold VSGX as of Q1 2023.

Aspire Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q1 2023 after selling out during the quarter.
Aspire Wealth Management sold 290 Vanguard ESG International Stock ETF shares in Q1 2023, an estimated $14.3K.
Aspire Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q4 2021 and held it in 5 quarters.
Aspire Wealth Management's Vanguard ESG International Stock ETF position peaked at $39K in Q4 2021.
286 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.