Disciplined Investments’s Vanguard Total International Stock ETF VXUS Stock Holding History

Disciplined Investments’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 Q3	–	Sell	-4,470	Closed	-$251K	–	1523
2023 Q2	$251K	Sell	4,470 -20	-0.4%	-$1.12K	0.13%	103
2023 Q1	$248K	Buy	4,490 +10	+0.2%	+$546	0.1%	121
2022 Q4	$232K	Buy	4,480 +50	+1%	+$2.5K	0.11%	107
2022 Q3	$203K	Buy	4,430 +25	+0.6%	+$1.28K	0.09%	126
2022 Q2	$227K	Buy	4,405 +21	+0.5%	+$1.17K	0.1%	124
2022 Q1	$262K	Sell	4,384 -41	-0.9%	-$2.5K	0.11%	114
2021 Q4	$281K	Buy	4,425 +59	+1%	+$3.79K	0.12%	106
2021 Q3	$276K	Sell	4,366 -60	-1%	-$3.92K	0.13%	102
2021 Q2	$291K	Buy	4,426 +32	+0.7%	+$2.1K	0.15%	101
2021 Q1	$276K	Sell	4,394 -29	-0.7%	-$1.82K	0.16%	95
2020 Q4	$266K	Sell	4,423 -91	-2%	-$5.12K	0.18%	83
2020 Q3	$236K	Buy	4,514 +134	+3%	+$7.03K	0.17%	85
2020 Q2	$215K	Buy	4,380 +20	+0.5%	+$924	0.17%	87
2020 Q1	$183K	Buy	4,360 +3,635	+501%	+$185K	0.17%	88
2019 Q4	$40K	Buy	+725	New	+$39K	0.03%	180

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Disciplined Investments's VXUS Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2023, closing a stake of 4,470 shares — an estimated $251K sold.

Disciplined Investments first reported a position in VXUS in Q4 2019 and held it in 15 quarters. The position peaked at $291K in Q2 2021. 982 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

Disciplined Investments reported no remaining Vanguard Total International Stock ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 4,470 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $251K.
Disciplined Investments first reported a position in Vanguard Total International Stock ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Vanguard Total International Stock ETF position peaked at $291K in Q2 2021.
982 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.