FWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LB
Leo Brokerage Hurst, Texas $876M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return