Sax Wealth Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Sax Wealth Advisors’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	$316K	Buy	4,409 +248	+6%	+$19.7K	0.01%	438
2026 Q1	$298K	Hold	4,161	–	–	0.01%	388
2025 Q4	$298K	Hold	4,161	–	–	0.01%	397
2025 Q3	$289K	Sell	4,161 -2,950	-41%	-$198K	0.02%	356
2025 Q2	$466K	Hold	7,111	–	–	0.03%	270
2025 Q1	$419K	Hold	7,111	–	–	0.03%	243
2024 Q4	$403K	Hold	7,111	–	–	0.03%	218
2024 Q3	$437K	Buy	7,111 +1,546	+28%	+$91.2K	0.04%	173
2024 Q2	$319K	Hold	5,565	–	–	0.03%	201
2024 Q1	$320K	Buy	+5,565	New	+$309K	0.04%	143

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