9258 Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

9258 Wealth Management’s Portfolio VXUS Stock Details VXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$13.4M	Sell	206,985 -5,542	-3%	-$343K	1.98%	12
2024 Q2	$12.8M	Sell	212,527 -17,565	-8%	-$1.06M	1.97%	12
2024 Q1	$13.9M	Buy	230,092 +5,784	+3%	+$337K	2.16%	12
2023 Q4	$13M	Buy	224,308 +24,682	+12%	+$1.35M	2.29%	12
2023 Q3	$10.7M	Buy	199,626 +13,872	+7%	+$774K	2.08%	12
2023 Q2	$10.4M	Buy	185,754 +52,811	+40%	+$2.95M	1.96%	14
2023 Q1	$7.34M	Buy	132,943 +18,932	+17%	+$1.03M	1.48%	18
2022 Q4	$5.9M	Buy	114,011 +32,635	+40%	+$1.63M	1.28%	21
2022 Q3	$3.73M	Buy	81,376 +29,648	+57%	+$1.52M	0.95%	22
2022 Q2	$2.67M	Buy	51,728 +44,938	+662%	+$2.49M	0.68%	29
2022 Q1	$406K	Buy	+6,790	New	+$413K	0.09%	223

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

9258 Wealth Management's VXUS Position: Q3 2024 in Review

9258 Wealth Management reduced its Vanguard Total International Stock ETF (VXUS) stake by 2.6% in Q3 2024, selling an estimated $343K and leaving 206,985 shares worth $13.4M. The position accounts for 1.98% of the portfolio, ranked #12.

9258 Wealth Management first reported a position in VXUS in Q1 2022 and has held it in 11 quarters since. The position peaked at $13.9M in Q1 2024. 1,181 funds tracked by Wall St. Rank hold VXUS as of Q3 2024.

9258 Wealth Management held 206,985 shares of Vanguard Total International Stock ETF worth $13.4M as of Q3 2024.
9258 Wealth Management sold 5,542 Vanguard Total International Stock ETF shares in Q3 2024, an estimated $343K.
Vanguard Total International Stock ETF made up 1.98% of 9258 Wealth Management's portfolio in Q3 2024, its #12 holding.
9258 Wealth Management first reported a position in Vanguard Total International Stock ETF in Q1 2022 and has held it in 11 quarters since.
9258 Wealth Management's Vanguard Total International Stock ETF position peaked at $13.9M in Q1 2024.
1,181 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.