PWM
VSGX icon

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

Perigon 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
2026
Q1 		$1.83M Buy
25,485
+385
+2% +$28.9K 0.03% 397
2025
Q4 		$1.8M Buy
25,100
+442
+2% +$31.2K 0.03% 392
2025
Q3 		$1.71M Buy
24,658
+3,565
+17% +$239K 0.03% 387
2025
Q2 		$1.38M Hold
21,093
– – 0.03% 406
2025
Q1 		$1.24M Hold
21,093
– – 0.03% 405
2024
Q4 		$1.19M Sell
21,093
-384
-2% -$22.7K 0.03% 402
2024
Q3 		$1.32M Buy
+21,477
New +$1.27M 0.04% 371
2024
Q1 		– Sell
-18,680
Closed -$1.03M – 908
2023
Q4 		$1.03M Sell
18,680
-882
-5% -$45.6K 0.03% 332
2023
Q3 		$987K Buy
19,562
+1,332
+7% +$70.2K 0.04% 310
2023
Q2 		$968K Buy
18,230
+10,492
+136% +$556K 0.04% 327
2023
Q1 		$405K Sell
7,738
-2,230
-22% -$116K 0.02% 442
2022
Q4 		$490K Sell
9,968
-372
-4% -$17.7K 0.03% 390
2022
Q3 		$449K Buy
10,340
+89
+0.9% +$4.33K 0.04% 351
2022
Q2 		$503K Buy
10,251
+5,088
+99% +$268K 0.04% 330
2022
Q1 		$295K Buy
+5,163
New +$303K 0.02% 463

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