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Baltimore-Washington Financial Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Baltimore-Washington Financial Advisors’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
2023
Q1 		– Sell
-5,060
Closed -$262K – 147
2022
Q4 		$262K Buy
+5,060
New +$253K 0.03% 124

Other funds holding VXUS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Baltimore-Washington Financial Advisors's VXUS Position: Q1 2023 in Review

Baltimore-Washington Financial Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2023, closing a stake of 5,060 shares — an estimated $262K sold.

Baltimore-Washington Financial Advisors first reported a position in VXUS in Q4 2022 and held it in 1 quarter. The position peaked at $262K in Q4 2022. 943 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

  • Baltimore-Washington Financial Advisors reported no remaining Vanguard Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,060 Vanguard Total International Stock ETF shares in Q1 2023, an estimated $262K.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Total International Stock ETF in Q4 2022 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Vanguard Total International Stock ETF position peaked at $262K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2023, filed 10 May 2023.