Wealthcare Advisory Partners’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wealthcare Advisory Partners’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	$357K	Sell	4,340 -247	-5%	-$19.6K	0.01%	819
2026 Q1	$329K	Buy	4,587 +7	+0.2%	+$525	0.01%	844
2025 Q4	$328K	Sell	4,580 -63	-1%	-$4.44K	0.01%	834
2025 Q3	$322K	Sell	4,643 -152	-3%	-$10.2K	0.01%	826
2025 Q2	$314K	Buy	4,795 +762	+19%	+$47K	0.01%	777
2025 Q1	$238K	Sell	4,033 -77	-2%	-$4.55K	0.01%	822
2024 Q4	$233K	Buy	4,110 +9	+0.2%	+$532	0.01%	795
2024 Q3	$252K	Buy	4,101 +338	+9%	+$19.9K	0.01%	765
2024 Q2	$215K	Buy	+3,763	New	+$215K	0.01%	770
2023 Q3	–	Sell	-4,816	Closed	-$256K	–	747
2023 Q2	$256K	Sell	4,816 -10,541	-69%	-$559K	0.01%	612
2023 Q1	$804K	Buy	15,357 +2,865	+23%	+$149K	0.03%	336
2022 Q4	$614K	Sell	12,492 -8,140	-39%	-$387K	0.03%	371
2022 Q3	$896K	Sell	20,632 -261	-1%	-$12.7K	0.05%	251
2022 Q2	$1.02M	Buy	20,893 +1,056	+5%	+$55.7K	0.06%	201
2022 Q1	$1.14M	Buy	19,837 +16,416	+480%	+$964K	0.07%	173
2021 Q4	$212K	Buy	+3,421	New	+$214K	0.01%	530
2021 Q2	–	Sell	-1,229	Closed	-$75K	–	1845
2021 Q1	$75K	Buy	+1,229	New	+$75.7K	0.01%	757

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