Number of Shares
91,966.00
Current Holdings Value*
$6.02 Mil
% of Portfolio
0.95%
Total Estimate Gain
$366,997.95
% of Total Estimate Gain
5.73%

O'Brien Wealth Partners LLC's Vanguard ESG International Stock ETF Holding Summary

As of 2025-06-30, O'Brien Wealth Partners LLC held 91,966.00 shares of Vanguard ESG International Stock ETF(VSGX), totaling $6.02 Mil. This investment constitutes 0.95% of their stock portfolio, and O'Brien Wealth Partners LLC now holds 0.14% of the outstanding Vanguard ESG International Stock ETF(VSGX) stock.

The initial trade took place in 2022Q1. And since then O'Brien Wealth Partners LLC has made 4 purchases of VSGX, at an average price of $60.34, for a total of 106,082.00 shares. In addition, there have been 2 sales at an average price of $50.62 for 14,116.00 shares. Based on historical transaction data and VSGX's current price of $65.82, O'Brien Wealth Partners LLC's estimated gain on his VSGX holdings is $366,997.95, reflecting a 5.73% gain to date.

O'Brien Wealth Partners LLC VSGX ($65.82) Holding Chart

O'Brien Wealth Partners LLC VSGX ($65.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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