O'Brien Wealth Partners’s Vanguard ESG International Stock ETF VSGX Stock Holding History

O'Brien Wealth Partners’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 Q4	$6.43M	Sell	89,713 -1,471	-2%	-$104K	0.85%	23
2025 Q3	$6.33M	Sell	91,184 -782	-0.9%	-$52.5K	0.86%	23
2025 Q2	$6.02M	Buy	+91,966	New	+$5.67M	0.95%	22
2023 Q1	–	Sell	-10,376	Closed	-$510K	–	63
2022 Q4	$510K	Sell	10,376 -3,740	-26%	-$178K	0.2%	16
2022 Q3	$613K	Buy	14,116 +8,648	+158%	+$421K	0.26%	18
2022 Q2	$268K	Buy	5,468 +1,029	+23%	+$54.3K	0.11%	38
2022 Q1	$224K	Buy	+4,439	New	+$261K	0.09%	36

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $528B AUM 27.57% 1-Year Est. Return

Harpswell Capital Advisors Yarmouth, Maine $134M AUM

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

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

Raymond James Financial

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

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return