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

MBE 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
2025
Q1 		– Sell
-6,360
Closed -$361K – 128
2024
Q4 		$361K Sell
6,360
-4,495
-41% -$266K 0.2% 60
2024
Q3 		$668K Sell
10,855
-474
-4% -$28K 0.37% 39
2024
Q2 		$649K Buy
11,329
+68
+0.6% +$3.89K 0.39% 37
2024
Q1 		$647K Buy
11,261
+84
+0.8% +$4.67K 0.4% 41
2023
Q4 		$618K Sell
11,177
-1,257
-10% -$65K 0.32% 39
2023
Q3 		$627K Sell
12,434
-1,873
-13% -$98.8K 0.36% 32
2023
Q2 		$760K Sell
14,307
-2,014
-12% -$107K 0.41% 29
2023
Q1 		$855K Sell
16,321
-694
-4% -$36K 0.5% 26
2022
Q4 		$837K Sell
17,015
-306
-2% -$14.5K 0.54% 21
2022
Q3 		$752K Buy
17,321
+594
+4% +$28.9K 0.55% 19
2022
Q2 		$820K Buy
16,727
+1,273
+8% +$67.1K 0.57% 19
2022
Q1 		$884K Buy
15,454
+1,524
+11% +$89.5K 0.53% 19
2021
Q4 		$864K Buy
13,930
+225
+2% +$14.1K 0.44% 17
2021
Q3 		$846K Buy
13,705
+1
+0% +$64 0.43% 17
2021
Q2 		$879K Sell
13,704
-4,561
-25% -$291K 0.46% 19
2021
Q1 		$1.12M Buy
18,265
+1,215
+7% +$74.9K 0.61% 21
2020
Q4 		$1.01M Buy
17,050
+1,467
+9% +$81.3K 0.68% 22
2020
Q3 		$749K Hold
15,583
– – 0.63% 22
2020
Q2 		$749K Buy
+15,583
New +$705K 0.63% 22

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Royal Bank of Canada
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MBE Wealth Management's VSGX Position: Q1 2025 in Review

MBE Wealth Management sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2025, closing a stake of 6,360 shares — an estimated $361K sold.

MBE Wealth Management first reported a position in VSGX in Q2 2020 and held it in 19 quarters. The position peaked at $1.12M in Q1 2021. 356 funds tracked by Wall St. Rank hold VSGX as of Q1 2025.

  • MBE Wealth Management reported no remaining Vanguard ESG International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • MBE Wealth Management sold 6,360 Vanguard ESG International Stock ETF shares in Q1 2025, an estimated $361K.
  • MBE Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q2 2020 and held it in 19 quarters.
  • MBE Wealth Management's Vanguard ESG International Stock ETF position peaked at $1.12M in Q1 2021.
  • 356 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2025.

Based on MBE Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.