KFS
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Kelly Financial Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-645
Closed -$38.9K – 745
2024
Q2 		$38.9K Buy
645
+5
+0.8% +$302 0.01% 255
2024
Q1 		$38.6K Sell
640
-245
-28% -$14.3K 0.01% 254
2023
Q4 		$51.3K Buy
+885
New +$48.3K 0.02% 200

Other funds holding VXUS

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's VXUS Position: Q3 2024 in Review

Kelly Financial Services sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2024, closing a stake of 645 shares — an estimated $38.9K sold.

Kelly Financial Services first reported a position in VXUS in Q4 2023 and held it in 3 quarters. The position peaked at $51.3K in Q4 2023. 1,181 funds tracked by Wall St. Rank hold VXUS as of Q3 2024.

  • Kelly Financial Services reported no remaining Vanguard Total International Stock ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 645 Vanguard Total International Stock ETF shares in Q3 2024, an estimated $38.9K.
  • Kelly Financial Services first reported a position in Vanguard Total International Stock ETF in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's Vanguard Total International Stock ETF position peaked at $51.3K in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.