CWA
VSGX icon

CJM Wealth Advisers’s Vanguard ESG International Stock ETF VSGX Stock Holding History

CJM Wealth Advisers’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 		$473K Sell
6,598
-633
-9% -$47.5K 0.14% 49
2025
Q4 		$518K Hold
7,231
– – 0.15% 44
2025
Q3 		$502K Buy
7,231
+926
+15% +$62.2K 0.15% 47
2025
Q2 		$413K Buy
6,305
+2,349
+59% +$145K 0.14% 48
2025
Q1 		$233K Sell
3,956
-599
-13% -$35.4K 0.08% 61
2024
Q4 		$258K Hold
4,555
– – 0.09% 59
2024
Q3 		$280K Hold
4,555
– – 0.1% 55
2024
Q2 		$261K Hold
4,555
– – 0.1% 53
2024
Q1 		$262K Hold
4,555
– – 0.1% 55
2023
Q4 		$252K Hold
4,555
– – 0.11% 50
2023
Q3 		$230K Sell
4,555
-818
-15% -$43.1K 0.11% 50
2023
Q2 		$285K Buy
5,373
+1,418
+36% +$75.1K 0.14% 45
2023
Q1 		$207K Buy
+3,955
New +$205K 0.12% 56
2022
Q3 		– Sell
-4,375
Closed -$215K – 55
2022
Q2 		$215K Buy
4,375
+57
+1% +$3.01K 0.15% 50
2022
Q1 		$247K Hold
4,318
– – 0.17% 48
2021
Q4 		$268K Buy
+4,318
New +$270K 0.19% 48

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