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Wood Tarver Financial Group’s Vanguard ESG International Stock ETF VSGX Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-1,718
Closed -$112K – 637
2025
Q2 		$112K Hold
1,718
– – 0.03% 203
2025
Q1 		$101K Sell
1,718
-307
-15% -$18.1K 0.03% 197
2024
Q4 		$114K Buy
+2,025
New +$120K 0.04% 177

Other funds holding VSGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
HCA
Harpswell Capital Advisors Yarmouth, Maine $134M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Wood Tarver Financial Group's VSGX Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Vanguard ESG International Stock ETF (VSGX) in Q3 2025, closing a stake of 1,718 shares — an estimated $112K sold.

Wood Tarver Financial Group first reported a position in VSGX in Q4 2024 and held it in 3 quarters. The position peaked at $114K in Q4 2024. 397 funds tracked by Wall St. Rank hold VSGX as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Vanguard ESG International Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,718 Vanguard ESG International Stock ETF shares in Q3 2025, an estimated $112K.
  • Wood Tarver Financial Group first reported a position in Vanguard ESG International Stock ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Vanguard ESG International Stock ETF position peaked at $114K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.