LF
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Lee Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

Lee Financial’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
-700
Closed -$40.6K – 811
2023
Q4 		$40.6K Hold
700
– – 0.01% 249
2023
Q3 		$37.5K Buy
700
+10
+1% +$558 0.01% 243
2023
Q2 		$38.7K Buy
690
+5
+0.7% +$280 0.01% 240
2023
Q1 		$37.8K Buy
685
+15
+2% +$820 0.01% 251
2022
Q4 		$34.7K Sell
670
-1,500
-69% -$75.1K 0.01% 279
2022
Q3 		$99K Sell
2,170
-350
-14% -$17.9K 0.02% 190
2022
Q2 		$130K Hold
2,520
– – 0.02% 173
2022
Q1 		$151K Buy
2,520
+20
+0.8% +$1.22K 0.03% 161
2021
Q4 		$159K Hold
2,500
– – 0.03% 159
2021
Q3 		$158K Buy
2,500
+50
+2% +$3.26K 0.03% 152
2021
Q2 		$161K Buy
2,450
+550
+29% +$36K 0.03% 151
2021
Q1 		$119K Buy
1,900
+200
+12% +$12.5K 0.03% 164
2020
Q4 		$102K Buy
1,700
+1,100
+183% +$61.9K 0.03% 157
2020
Q3 		$31K Sell
600
-1,300
-68% -$68.2K 0.01% 272
2020
Q2 		$93K Buy
1,900
+500
+36% +$23.1K 0.03% 150
2020
Q1 		$59K Sell
1,400
-55
-4% -$2.79K 0.02% 155
2019
Q4 		$81K Buy
1,455
+1,055
+264% +$56.7K 0.02% 156
2019
Q3 		$21K Hold
400
– – ﹤0.01% 248
2019
Q2 		$21K Hold
400
– – ﹤0.01% 259
2019
Q1 		$21K Buy
400
+30
+8% +$1.52K ﹤0.01% 255
2018
Q4 		$17K Buy
370
+10
+3% +$498 ﹤0.01% 239
2018
Q3 		$19K Hold
360
– – ﹤0.01% 260
2018
Q2 		$19K Hold
360
– – ﹤0.01% 359
2018
Q1 		$20K Hold
360
– – 0.01% 349
2017
Q4 		$20K Buy
+360
New +$20.1K 0.01% 253

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 $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lee Financial's VXUS Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 700 shares — an estimated $40.6K sold.

Lee Financial first reported a position in VXUS in Q4 2017 and held it in 25 quarters. The position peaked at $161K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

  • Lee Financial reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 700 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $40.6K.
  • Lee Financial first reported a position in Vanguard Total International Stock ETF in Q4 2017 and held it in 25 quarters.
  • Lee Financial's Vanguard Total International Stock ETF position peaked at $161K in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.