Financial Synergies Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-323	Closed	-$18.6K	–	466
2024 Q1	$18.6K	Buy	323 +96	+42%	+$5.34K	﹤0.01%	205
2023 Q4	$11.2K	Sell	227 -57	-20%	-$2.94K	﹤0.01%	180
2023 Q3	$14.3K	Buy	284 +18	+7%	+$949	﹤0.01%	206
2023 Q2	$14.1K	Buy	266 +22	+9%	+$1.17K	﹤0.01%	202
2023 Q1	$12.8K	Buy	244 +17	+7%	+$883	﹤0.01%	218
2022 Q4	$11.2K	Buy	227 +31	+16%	+$1.47K	﹤0.01%	180
2022 Q3	$8.5K	Buy	196 +23	+13%	+$1.12K	﹤0.01%	172
2022 Q2	$8.49K	Buy	+173	New	+$9.13K	﹤0.01%	177

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

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

SCM

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's VSGX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Vanguard ESG International Stock ETF (VSGX) in Q2 2024, closing a stake of 323 shares — an estimated $18.6K sold.

Financial Synergies Wealth Advisors first reported a position in VSGX in Q2 2022 and held it in 8 quarters. The position peaked at $18.6K in Q1 2024. 325 funds tracked by Wall St. Rank hold VSGX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Vanguard ESG International Stock ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 323 Vanguard ESG International Stock ETF shares in Q2 2024, an estimated $18.6K.
Financial Synergies Wealth Advisors first reported a position in Vanguard ESG International Stock ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Vanguard ESG International Stock ETF position peaked at $18.6K in Q1 2024.
325 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.