Albion Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

Albion Financial Group’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	–	Sell	-1,406	Closed	-$84.8K	–	533
2024 Q2	$84.8K	Buy	+1,406	New	+$84.9K	0.01%	211
2022 Q3	–	Sell	-285	Closed	-$15K	–	578
2022 Q2	$15K	Hold	285	–	–	﹤0.01%	295
2022 Q1	$17K	Sell	285 -2,979	-91%	-$181K	﹤0.01%	328
2021 Q4	$207K	Buy	+3,264	New	+$210K	0.02%	211

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

Albion Financial Group's VXUS Position: Q3 2024 in Review

Albion Financial Group sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2024, closing a stake of 1,406 shares — an estimated $84.8K sold.

Albion Financial Group first reported a position in VXUS in Q4 2021 and held it in 4 quarters. The position peaked at $207K in Q4 2021. 1,181 funds tracked by Wall St. Rank hold VXUS as of Q3 2024.

Albion Financial Group reported no remaining Vanguard Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
Albion Financial Group sold 1,406 Vanguard Total International Stock ETF shares in Q3 2024, an estimated $84.8K.
Albion Financial Group first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 4 quarters.
Albion Financial Group's Vanguard Total International Stock ETF position peaked at $207K in Q4 2021.
1,181 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2024.

Based on Albion Financial Group's 13F filing for Q3 2024, filed 9 Oct 2024.