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Geller Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Geller Advisors’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
2022
Q1 		– Sell
-6,177
Closed -$393K – 190
2021
Q4 		$393K Sell
6,177
-4,596
-43% -$295K 0.08% 81
2021
Q3 		$681K Buy
+10,773
New +$703K 0.15% 45

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Cambridge Investment Research Advisors
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Geller Advisors's VXUS Position: Q1 2022 in Review

Geller Advisors sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2022, closing a stake of 6,177 shares — an estimated $393K sold.

Geller Advisors first reported a position in VXUS in Q3 2021 and held it in 2 quarters. The position peaked at $681K in Q3 2021. 861 funds tracked by Wall St. Rank hold VXUS as of Q1 2022.

  • Geller Advisors reported no remaining Vanguard Total International Stock ETF position as of Q1 2022 after selling out during the quarter.
  • Geller Advisors sold 6,177 Vanguard Total International Stock ETF shares in Q1 2022, an estimated $393K.
  • Geller Advisors first reported a position in Vanguard Total International Stock ETF in Q3 2021 and held it in 2 quarters.
  • Geller Advisors's Vanguard Total International Stock ETF position peaked at $681K in Q3 2021.
  • 861 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2022.

Based on Geller Advisors's 13F filing for Q1 2022, filed 13 May 2022.