Corepath Wealth Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

Corepath Wealth 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
2024 Q1	–	Sell	-5,745	Closed	-$328K	–	40
2023 Q4	$328K	Hold	5,745	–	–	0.18%	30
2023 Q3	$305K	Hold	5,745	–	–	0.18%	31
2023 Q2	$330K	Hold	5,745	–	–	0.19%	30
2023 Q1	$323K	Buy	5,745 +900	+19%	+$49.2K	0.2%	30
2022 Q4	$262K	Hold	4,845	–	–	0.17%	33
2022 Q3	$226K	Hold	4,845	–	–	0.17%	34
2022 Q2	$241K	Hold	4,845	–	–	0.18%	32
2022 Q1	$274K	Hold	4,845	–	–	0.19%	31
2021 Q4	$305K	Hold	4,845	–	–	0.22%	31
2021 Q3	$306K	Hold	4,845	–	–	0.23%	30
2021 Q2	$317K	Hold	4,845	–	–	0.25%	31
2021 Q1	$311K	Hold	4,845	–	–	0.27%	30
2020 Q4	$291K	Buy	+4,845	New	+$273K	0.3%	31

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

Corepath Wealth Partners's VXUS Position: Q1 2024 in Review

Corepath Wealth Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 5,745 shares — an estimated $328K sold.

Corepath Wealth Partners first reported a position in VXUS in Q4 2020 and held it in 13 quarters. The position peaked at $330K in Q2 2023. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

Corepath Wealth Partners reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Corepath Wealth Partners sold 5,745 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $328K.
Corepath Wealth Partners first reported a position in Vanguard Total International Stock ETF in Q4 2020 and held it in 13 quarters.
Corepath Wealth Partners's Vanguard Total International Stock ETF position peaked at $330K in Q2 2023.
1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Corepath Wealth Partners's 13F filing for Q1 2024, filed 29 Apr 2024.