Lehman & Derafelo Financial Resources’s Vanguard Total International Stock ETF VXUS Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q3	–	Sell	-3,668	Closed	-$241K	–	224
2021 Q2	$241K	Hold	3,668	–	–	0.07%	104
2021 Q1	$230K	Hold	3,668	–	–	0.06%	107
2020 Q4	$221K	Buy	+3,668	New	+$206K	0.07%	107
2020 Q3	–	Sell	-5,120	Closed	-$252K	–	297
2020 Q2	$252K	Hold	5,120	–	–	0.09%	97
2020 Q1	$215K	Buy	5,120 +2,070	+68%	+$105K	0.09%	84
2019 Q4	$170K	Buy	+3,050	New	+$164K	0.06%	105

Other funds holding VXUS

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VXUS Position: Q3 2021 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard Total International Stock ETF (VXUS) in Q3 2021, closing a stake of 3,668 shares — an estimated $241K sold.

Lehman & Derafelo Financial Resources first reported a position in VXUS in Q4 2019 and held it in 6 quarters. The position peaked at $252K in Q2 2020. 715 funds tracked by Wall St. Rank hold VXUS as of Q3 2021.

Lehman & Derafelo Financial Resources reported no remaining Vanguard Total International Stock ETF position as of Q3 2021 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 3,668 Vanguard Total International Stock ETF shares in Q3 2021, an estimated $241K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Total International Stock ETF in Q4 2019 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's Vanguard Total International Stock ETF position peaked at $252K in Q2 2020.
715 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q3 2021, filed 28 Oct 2021.