Dopkins Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Dopkins Wealth Management’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	-3,800	Closed	-$224K	–	89
2024 Q4	$224K	Buy	+3,800	New	+$235K	0.11%	74
2024 Q3	–	Sell	-3,835	Closed	-$231K	–	88
2024 Q2	$231K	Buy	3,835 +12	+0.3%	+$725	0.14%	69
2024 Q1	$231K	Sell	3,823 -120	-3%	-$6.99K	0.14%	67
2023 Q4	$229K	Sell	3,943 -417	-10%	-$22.8K	0.18%	42
2023 Q3	$233K	Buy	4,360 +484	+12%	+$27K	0.18%	50
2023 Q2	$217K	Hold	3,876	–	–	0.19%	38
2023 Q1	$214K	Sell	3,876 -200	-5%	-$10.9K	0.2%	36
2022 Q4	$211K	Sell	4,076 -2,912	-42%	-$146K	0.19%	39
2022 Q3	$320K	Sell	6,988 -952	-12%	-$48.7K	0.36%	28
2022 Q2	$410K	Sell	7,940 -225	-3%	-$12.5K	0.44%	23
2022 Q1	$488K	Hold	8,165	–	–	0.53%	21
2021 Q4	$519K	Buy	+8,165	New	+$524K	0.51%	21

Other funds holding VXUS

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Dopkins Wealth Management's VXUS Position: Q1 2025 in Review

Dopkins Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2025, closing a stake of 3,800 shares — an estimated $224K sold.

Dopkins Wealth Management first reported a position in VXUS in Q4 2021 and held it in 12 quarters. The position peaked at $519K in Q4 2021. 1,349 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

Dopkins Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
Dopkins Wealth Management sold 3,800 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $224K.
Dopkins Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 12 quarters.
Dopkins Wealth Management's Vanguard Total International Stock ETF position peaked at $519K in Q4 2021.
1,349 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Dopkins Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.