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

Cherry Tree 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
2026
Q1 		$316K Buy
4,405
+39
+0.9% +$2.92K 0.07% 125
2025
Q4 		$313K Hold
4,366
– – 0.07% 129
2025
Q3 		$303K Sell
4,366
-770
-15% -$51.7K 0.07% 126
2025
Q2 		$336K Hold
5,136
– – 0.08% 115
2025
Q1 		$303K Buy
5,136
+45
+0.9% +$2.66K 0.07% 127
2024
Q4 		$289K Sell
5,091
-35
-0.7% -$2.07K 0.07% 133
2024
Q3 		$315K Sell
5,126
-259
-5% -$15.3K 0.07% 135
2024
Q2 		$308K Sell
5,385
-510
-9% -$29.1K 0.08% 128
2024
Q1 		$339K Buy
5,895
+256
+5% +$14.2K 0.09% 120
2023
Q4 		$312K Buy
5,639
+431
+8% +$22.3K 0.08% 121
2023
Q3 		$263K Buy
5,208
+45
+0.9% +$2.37K 0.08% 128
2023
Q2 		$274K Buy
+5,163
New +$274K 0.08% 125

Other funds holding VSGX

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return