Next Financial Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Next Financial Group’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
2021 Q4	$3K	Buy	+46	New	+$2.88K	﹤0.01%	2569
2020 Q2	–	Sell	-1,000	Closed	-$41K	–	1871
2020 Q1	$41K	Hold	1,000	–	–	0.01%	1050
2019 Q4	$53K	Hold	1,000	–	–	0.01%	1171
2019 Q3	$49K	Hold	1,000	–	–	0.01%	1155
2019 Q2	$50K	Hold	1,000	–	–	0.01%	1165
2019 Q1	$49K	Buy	+1,000	New	+$47.9K	0.01%	737

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

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PIC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Next Financial Group's VSGX Position: Q4 2021 in Review

Next Financial Group opened a new position in Vanguard ESG International Stock ETF (VSGX) in Q4 2021: 46 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2569 among its holdings. This is a return to the name: Next Financial Group previously reported a position in VSGX as recently as Q1 2020.

Next Financial Group first reported a position in VSGX in Q1 2019 and has held it in 6 quarters since. The position peaked at $53K in Q4 2019. 251 funds tracked by Wall St. Rank hold VSGX as of Q4 2021.

Next Financial Group held 46 shares of Vanguard ESG International Stock ETF worth $3K as of Q4 2021.
Vanguard ESG International Stock ETF was a new Next Financial Group position in Q4 2021.
Vanguard ESG International Stock ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2569 holding.
Next Financial Group first reported a position in Vanguard ESG International Stock ETF in Q1 2019 and has held it in 6 quarters since.
Next Financial Group's Vanguard ESG International Stock ETF position peaked at $53K in Q4 2019.
251 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.