Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wealth Enhancement Advisory 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	$1.45M	Sell	17,730 -978	-5%	-$77.6K	﹤0.01%	1808
2026 Q1	$1.35M	Sell	18,708 -15,167	-45%	-$1.14M	﹤0.01%	1620
2025 Q4	$2.5M	Sell	33,875 -3,653	-10%	-$258K	﹤0.01%	1392
2025 Q3	$2.63M	Sell	37,528 -5,958	-14%	-$400K	﹤0.01%	1290
2025 Q2	$2.86M	Sell	43,486 -5,689	-12%	-$351K	﹤0.01%	1178
2025 Q1	$2.9M	Sell	49,175 -13,067	-21%	-$773K	0.01%	1056
2024 Q4	$3.53M	Buy	62,242 +16,618	+36%	+$982K	0.01%	929
2024 Q3	$2.81M	Sell	45,624 -12,590	-22%	-$743K	0.01%	928
2024 Q2	$3.33M	Buy	58,214 +2,496	+4%	+$143K	0.01%	813
2024 Q1	$3.2M	Buy	55,718 +214	+0.4%	+$11.9K	0.01%	791
2023 Q4	$3.07M	Buy	55,504 +8,136	+17%	+$420K	0.01%	763
2023 Q3	$2.39M	Buy	+47,368	New	+$2.5M	0.01%	799

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