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Forvis Mazars Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Forvis Mazars 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
2026
Q1 		$301K Sell
4,191
-109
-3% -$8.17K 0.01% 356
2025
Q4 		$308K Hold
4,300
– – 0.01% 349
2025
Q3 		$298K Hold
4,300
– – 0.01% 352
2025
Q2 		$282K Hold
4,300
– – 0.01% 355
2025
Q1 		$254K Sell
4,300
-130
-3% -$7.69K 0.01% 358
2024
Q4 		$251K Sell
4,430
-294
-6% -$17.4K 0.01% 393
2024
Q3 		$291K Hold
4,724
– – 0.01% 389
2024
Q2 		$271K Hold
4,724
– – 0.01% 360
2024
Q1 		$271K Sell
4,724
-840
-15% -$46.7K 0.01% 360
2023
Q4 		$308K Sell
5,564
-669
-11% -$34.6K 0.01% 334
2023
Q3 		$314K Buy
6,233
+363
+6% +$19.1K 0.01% 325
2023
Q2 		$312K Buy
5,870
+318
+6% +$16.9K 0.01% 355
2023
Q1 		$291K Buy
5,552
+558
+11% +$29K 0.01% 341
2022
Q4 		$246K Buy
+4,994
New +$237K 0.01% 357

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