PWMAG
VSGX icon

Pinnacle Wealth Management Advisory Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Pinnacle Wealth Management Advisory 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
2026
Q1 		$321K Hold
4,471
– – 0.02% 392
2025
Q4 		$320K Sell
4,471
-8
-0.2% -$564 0.02% 382
2025
Q3 		$311K Sell
4,479
-1,999
-31% -$134K 0.02% 309
2025
Q2 		$424K Sell
6,478
-130
-2% -$8.02K 0.04% 242
2025
Q1 		$390K Buy
6,608
+1,557
+31% +$92K 0.04% 241
2024
Q4 		$286K Buy
5,051
+332
+7% +$19.6K 0.03% 286
2024
Q3 		$290K Hold
4,719
– – 0.03% 290
2024
Q2 		$270K Sell
4,719
-2,489
-35% -$142K 0.03% 283
2024
Q1 		$414K Sell
7,208
-434
-6% -$24.1K 0.04% 212
2023
Q4 		$422K Buy
7,642
+220
+3% +$11.4K 0.05% 206
2023
Q3 		$374K Buy
7,422
+137
+2% +$7.22K 0.05% 205
2023
Q2 		$387K Hold
7,285
– – 0.05% 212
2023
Q1 		$381K Hold
7,285
– – 0.05% 206
2022
Q4 		$358K Buy
7,285
+1,980
+37% +$94.1K 0.05% 205
2022
Q3 		$230K Buy
5,305
+465
+10% +$22.6K 0.04% 238
2022
Q2 		$237K Hold
4,840
– – 0.04% 256
2022
Q1 		$277K Buy
+4,840
New +$284K 0.04% 237

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LWL
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HCA
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Royal Bank of Canada
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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