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

Frontier 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
2022 Q2	$1.34M	Sell	27,416 -2,150	-7%	-$113K	0.1%	154
2022 Q1	$1.64M	Hold	29,566	–	–	0.02%	139
2021 Q4	$1.83M	Hold	29,566	–	–	0.12%	129
2021 Q3	$1.82M	Hold	29,566	–	–	0.13%	124
2021 Q2	$1.9M	Buy	+29,566	New	+$1.89M	0.13%	121
2020 Q2	–	Sell	-43,900	Closed	-$1.81M	–	371
2020 Q1	$1.81M	Buy	+43,900	New	+$2.16M	0.29%	87

Other funds holding VSGX

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PIC

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Frontier Wealth Management's VSGX Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard ESG International Stock ETF (VSGX) stake by 7.3% in Q2 2022, selling an estimated $113K and leaving 27,416 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #154.

Frontier Wealth Management first reported a position in VSGX in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.9M in Q2 2021. 255 funds tracked by Wall St. Rank hold VSGX as of Q2 2022.

Frontier Wealth Management held 27,416 shares of Vanguard ESG International Stock ETF worth $1.34M as of Q2 2022.
Frontier Wealth Management sold 2,150 Vanguard ESG International Stock ETF shares in Q2 2022, an estimated $113K.
Vanguard ESG International Stock ETF made up 0.1% of Frontier Wealth Management's portfolio in Q2 2022, its #154 holding.
Frontier Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q1 2020 and has held it in 6 quarters since.
Frontier Wealth Management's Vanguard ESG International Stock ETF position peaked at $1.9M in Q2 2021.
255 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.