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

Hemington 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
2024 Q4	–	Sell	-124	Closed	-$7K	–	1811
2024 Q3	$7K	Buy	+124	New	+$7.31K	﹤0.01%	846
2022 Q4	–	Sell	-5,293	Closed	-$230K	–	104
2022 Q3	$230K	Buy	5,293 +83	+2%	+$4.04K	0.1%	86
2022 Q2	$255K	Sell	5,210 -1,224	-19%	-$64.6K	0.1%	88
2022 Q1	$368K	Buy	+6,434	New	+$378K	0.12%	77

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

Dundas Partners Edinburgh, United Kingdom $1.25B AUM 13.92% 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

SCM

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hemington Wealth Management's VSGX Position: Q4 2024 in Review

Hemington Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q4 2024, closing a stake of 124 shares — an estimated $7K sold.

Hemington Wealth Management first reported a position in VSGX in Q1 2022 and held it in 4 quarters. The position peaked at $368K in Q1 2022. 357 funds tracked by Wall St. Rank hold VSGX as of Q4 2024.

Hemington Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q4 2024 after selling out during the quarter.
Hemington Wealth Management sold 124 Vanguard ESG International Stock ETF shares in Q4 2024, an estimated $7K.
Hemington Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and held it in 4 quarters.
Hemington Wealth Management's Vanguard ESG International Stock ETF position peaked at $368K in Q1 2022.
357 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2024.

Based on Hemington Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.