Quantum Financial Planning Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Quantum Financial Planning Services’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 Q2	$327K	Sell	3,975 -194	-5%	-$15.4K	0.1%	42
2026 Q1	$299K	Buy	4,169 +93	+2%	+$6.97K	0.11%	42
2025 Q4	$292K	Buy	4,076 +48	+1%	+$3.39K	0.11%	42
2025 Q3	$279K	Sell	4,028 -294	-7%	-$19.7K	0.11%	38
2025 Q2	$283K	Sell	4,322 -285	-6%	-$17.6K	0.13%	37
2025 Q1	$272K	Buy	4,607 +30	+0.7%	+$1.77K	0.15%	29
2024 Q4	$260K	Buy	+4,577	New	+$270K	0.14%	31

Other funds holding VSGX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return