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Castleview Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

Castleview Partners’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
Q4 		– Sell
-4,595
Closed -$246K – 902
2023
Q3 		$246K Buy
+4,595
New +$256K 0.23% 98
2022
Q1 		– Sell
-1,144
Closed -$18 – 1025
2021
Q4 		$18 Buy
+1,144
New +$73.5K ﹤0.01% 940
2021
Q2 		$1K Buy
+18
New +$1.18K ﹤0.01% 891

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Cambridge Investment Research Advisors
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castleview Partners's VXUS Position: Q4 2023 in Review

Castleview Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2023, closing a stake of 4,595 shares — an estimated $246K sold.

Castleview Partners first reported a position in VXUS in Q2 2021 and held it in 3 quarters. The position peaked at $246K in Q3 2023. 1,106 funds tracked by Wall St. Rank hold VXUS as of Q4 2023.

  • Castleview Partners reported no remaining Vanguard Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 4,595 Vanguard Total International Stock ETF shares in Q4 2023, an estimated $246K.
  • Castleview Partners first reported a position in Vanguard Total International Stock ETF in Q2 2021 and held it in 3 quarters.
  • Castleview Partners's Vanguard Total International Stock ETF position peaked at $246K in Q3 2023.
  • 1,106 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.