Denver PWM’s Vanguard Total International Stock ETF VXUS Stock Holding History

Denver PWM’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
2025 Q1	–	Sell	-22	Closed	-$1.3K	–	227
2024 Q4	$1.3K	Buy	+22	New	+$1.36K	﹤0.01%	199
2023 Q4	–	Sell	-4,649	Closed	-$246K	–	107
2023 Q3	$246K	Buy	4,649 +890	+24%	+$49.7K	0.1%	86
2023 Q2	$209K	Buy	3,759 +1	+0%	+$56	0.09%	90
2023 Q1	$213K	Buy	+3,758	New	+$205K	0.09%	89

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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

Denver PWM's VXUS Position: Q1 2025 in Review

Denver PWM sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2025, closing a stake of 22 shares — an estimated $1.3K sold.

Denver PWM first reported a position in VXUS in Q1 2023 and held it in 4 quarters. The position peaked at $246K in Q3 2023. 1,345 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

Denver PWM reported no remaining Vanguard Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
Denver PWM sold 22 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $1.3K.
Denver PWM first reported a position in Vanguard Total International Stock ETF in Q1 2023 and held it in 4 quarters.
Denver PWM's Vanguard Total International Stock ETF position peaked at $246K in Q3 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Denver PWM's 13F filing for Q1 2025, filed 7 May 2025.