Leading Edge Financial Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Leading Edge Financial Planning’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 Q1	–	Sell	-4,482	Closed	-$260K	–	62
2023 Q4	$260K	Sell	4,482 -1,133	-20%	-$61.9K	0.13%	50
2023 Q3	$301K	Sell	5,615 -1	-0%	-$56	0.19%	51
2023 Q2	$315K	Buy	5,616 +2	+0%	+$112	0.21%	47
2023 Q1	$310K	Sell	5,614 -1,458	-21%	-$79.7K	0.22%	49
2022 Q4	$366K	Buy	+7,072	New	+$354K	0.32%	46

Other funds holding VXUS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Leading Edge Financial Planning's VXUS Position: Q1 2024 in Review

Leading Edge Financial Planning sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 4,482 shares — an estimated $260K sold.

Leading Edge Financial Planning first reported a position in VXUS in Q4 2022 and held it in 5 quarters. The position peaked at $366K in Q4 2022. 1,135 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

Leading Edge Financial Planning reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 4,482 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $260K.
Leading Edge Financial Planning first reported a position in Vanguard Total International Stock ETF in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's Vanguard Total International Stock ETF position peaked at $366K in Q4 2022.
1,135 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Leading Edge Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.