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PDS Planning’s Vanguard ESG International Stock ETF VSGX Stock Holding History

PDS Planning’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 		$350K Sell
4,881
-134
-3% -$10K 0.02% 355
2025
Q4 		$359K Sell
5,015
-71
-1% -$5.01K 0.02% 332
2025
Q3 		$353K Buy
5,086
+2,369
+87% +$159K 0.02% 329
2025
Q2 		$178K Sell
2,717
-16
-0.6% -$987 0.01% 492
2025
Q1 		$161K Buy
2,733
+17
+0.6% +$1K 0.01% 452
2024
Q4 		$154K Sell
2,716
-99
-4% -$5.85K 0.01% 411
2024
Q3 		$173K Buy
2,815
+777
+38% +$45.8K 0.02% 414
2024
Q2 		$117K Buy
2,038
+19
+0.9% +$1.09K 0.01% 370
2024
Q1 		$116K Buy
2,019
+53
+3% +$2.95K 0.01% 374
2023
Q4 		$109K Buy
1,966
+146
+8% +$7.54K 0.01% 348
2023
Q3 		$91.8K Buy
1,820
+22
+1% +$1.16K 0.01% 325
2023
Q2 		$95.5K Sell
1,798
-39
-2% -$2.07K 0.01% 326
2023
Q1 		$96.2K Buy
+1,837
New +$95.4K 0.01% 286
2022
Q1 		– Sell
-1,330
Closed -$82K – 251
2021
Q4 		$82K Buy
+1,330
New +$83.2K 0.02% 209
2021
Q2 		– Sell
-1,483
Closed -$91K – 203
2021
Q1 		$91K Buy
+1,483
New +$91.4K 0.03% 170

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
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 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