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Beam Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Beam Wealth 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
2022
Q4 		– Sell
-23,367
Closed -$1.07M – 117
2022
Q3 		$1.07M Hold
23,367
– – 1.19% 30
2022
Q2 		$1.21M Buy
+23,367
New +$1.3M 1.34% 26

Other funds holding VXUS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 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 $44.6B AUM 28.94% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Beam Wealth Advisors's VXUS Position: Q4 2022 in Review

Beam Wealth Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2022, closing a stake of 23,367 shares — an estimated $1.07M sold.

Beam Wealth Advisors first reported a position in VXUS in Q2 2022 and held it in 2 quarters. The position peaked at $1.21M in Q2 2022. 919 funds tracked by Wall St. Rank hold VXUS as of Q4 2022.

  • Beam Wealth Advisors reported no remaining Vanguard Total International Stock ETF position as of Q4 2022 after selling out during the quarter.
  • Beam Wealth Advisors sold 23,367 Vanguard Total International Stock ETF shares in Q4 2022, an estimated $1.07M.
  • Beam Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q2 2022 and held it in 2 quarters.
  • Beam Wealth Advisors's Vanguard Total International Stock ETF position peaked at $1.21M in Q2 2022.
  • 919 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.