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FirstPurpose Wealth’s Vanguard Total International Stock ETF VXUS Stock Holding History

FirstPurpose Wealth’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
Q1 		– Sell
-6,318
Closed -$327K – 203
2022
Q4 		$327K Buy
+6,318
New +$316K 0.18% 105
2022
Q1 		– Sell
-7,972
Closed -$507K – 163
2021
Q4 		$507K Buy
+7,972
New +$512K 0.32% 57

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

FirstPurpose Wealth's VXUS Position: Q1 2023 in Review

FirstPurpose Wealth sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2023, closing a stake of 6,318 shares — an estimated $327K sold.

FirstPurpose Wealth first reported a position in VXUS in Q4 2021 and held it in 2 quarters. The position peaked at $507K in Q4 2021. 943 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

  • FirstPurpose Wealth reported no remaining Vanguard Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 6,318 Vanguard Total International Stock ETF shares in Q1 2023, an estimated $327K.
  • FirstPurpose Wealth first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 2 quarters.
  • FirstPurpose Wealth's Vanguard Total International Stock ETF position peaked at $507K in Q4 2021.
  • 943 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on FirstPurpose Wealth's 13F filing for Q1 2023, filed 3 May 2023.