LWL
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Leo Wealth LLC’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Leo Wealth LLC’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 		$49.8M Sell
693,587
-147,404
-18% -$11.1M 3.61% 4
2025
Q4 		$60.3M Buy
840,991
+223,277
+36% +$15.8M 4.37% 4
2025
Q3 		$42.9M Sell
617,714
-198,298
-24% -$13.3M 5.56% 3
2025
Q2 		$53.5M Buy
816,012
+198,676
+32% +$12.3M 4.16% 4
2025
Q1 		$36.4M Sell
617,336
-131,526
-18% -$7.78M 5.23% 4
2024
Q4 		$42.5M Sell
748,862
-25,550
-3% -$1.51M 3.81% 6
2024
Q3 		$47.6M Buy
774,412
+14,777
+2% +$872K 4.35% 4
2024
Q2 		$43.5M Sell
759,635
-32,031
-4% -$1.83M 4.44% 3
2024
Q1 		$45.5M Buy
791,666
+48,481
+7% +$2.7M 4.65% 3
2023
Q4 		$41.5M Buy
+743,185
New +$38.4M 4.3% 4

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
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return